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FOGEL CAPITAL MANAGEMENT, INC.: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOGEL CAPITAL MANAGEMENT, INC. on MCO, newest first. How the timeline and the estimate are built.

FOGEL CAPITAL MANAGEMENT, INC. held 13,316 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,316 shares
    Change vs previous 13F +255 shares

    2.42% of the 13F portfolio, value $6,031,083.

    13F-HR 0002011427-26-000006 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 13,061 shares
    Change vs previous 13F +1,686 shares

    2.61% of the 13F portfolio, value $5,697,861.

    13F-HR 0002011427-26-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 11,375 shares
    Change vs previous 13F +205 shares

    2.68% of the 13F portfolio, value $5,810,919.

    13F-HR 0002011427-26-000002 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 11,170 shares
    Change vs previous 13F +95 shares

    2.46% of the 13F portfolio, value $5,322,282.

    13F-HR 0002011427-25-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 11,075 shares
    Change vs previous 13F +355 shares

    2.96% of the 13F portfolio, value $5,555,109.

    13F-HR 0001415889-25-020537 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 10,720 shares
    Change vs previous 13F -45 shares

    2.69% of the 13F portfolio, value $4,992,197.

    13F-HR 0001415889-25-010855 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 10,765 shares
    Change vs previous 13F -35 shares

    2.56% of the 13F portfolio, value $5,095,828.

    13F-HR 0001415889-25-002092 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 10,800 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $5,125,572.

    13F-HR 0001415889-24-026091 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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