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Disclosery

IMS Capital Management: MCO position timeline

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

IMS Capital Management held 4,361 MCO shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,361 shares
    Change vs previous 13F +65 shares

    0.96% of the 13F portfolio, value $2,077,832.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,296 shares
    Change vs previous 13F -52 shares

    1.01% of the 13F portfolio, value $2,154,689.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,348 shares
    Change vs previous 13F +25 shares

    1.02% of the 13F portfolio, value $2,024,670.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,323 shares
    Change vs previous 13F +15 shares

    0.95% of the 13F portfolio, value $2,046,206.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,308 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $2,044,344.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,308 shares
    Change vs previous 13F +38 shares

    0.95% of the 13F portfolio, value $2,039,804.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,270 shares
    Change vs previous 13F +30 shares

    0.78% of the 13F portfolio, value $1,678,050.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,240 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,656,160.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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