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Disclosery

Fiduciary Group, LLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on MCO, newest first. How the timeline and the estimate are built.

Fiduciary Group, LLC held 44,647 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,647 shares
    Change vs previous 13F -640 shares

    1.59% of the 13F portfolio, value $20,221,698.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,287 shares
    Change vs previous 13F +39 shares

    1.69% of the 13F portfolio, value $19,756,469.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,248 shares
    Change vs previous 13F -703 shares

    1.94% of the 13F portfolio, value $23,114,941.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,951 shares
    Change vs previous 13F -501 shares

    1.92% of the 13F portfolio, value $21,894,732.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,452 shares
    Change vs previous 13F -120 shares

    2.19% of the 13F portfolio, value $23,299,859.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,572 shares
    Change vs previous 13F -144 shares

    2.17% of the 13F portfolio, value $21,688,115.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,716 shares
    Change vs previous 13F -368 shares

    2.22% of the 13F portfolio, value $22,113,953.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,084 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $22,345,596.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).