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Disclosery

Newport Trust Company, LLC: MCO position timeline

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

Newport Trust Company, LLC held 270,475 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 270,475 shares
    Change vs previous 13F -2,181 shares

    0.3% of the 13F portfolio, value $122,503,537.

    13F-HR 0001172661-26-003386 filed by Newport Trust Company, 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 272,656 shares
    Change vs previous 13F -4,806 shares

    0.29% of the 13F portfolio, value $118,946,180.

    13F-HR 0001172661-26-001923 filed by Newport Trust Company, 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 277,462 shares
    Change vs previous 13F -6,110 shares

    0.34% of the 13F portfolio, value $141,741,463.

    13F-HR 0001172661-26-000522 filed by Newport Trust Company, 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 283,572 shares
    Change vs previous 13F -9,685 shares

    0.31% of the 13F portfolio, value $135,116,387.

    13F-HR 0001172661-25-004524 filed by Newport Trust Company, 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 293,257 shares
    Change vs previous 13F -2,933 shares

    0.35% of the 13F portfolio, value $147,094,779.

    13F-HR 0001172661-25-003325 filed by Newport Trust Company, 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 296,190 shares
    Change vs previous 13F -874 shares

    0.35% of the 13F portfolio, value $137,932,721.

    13F-HR 0001172661-25-001835 filed by Newport Trust Company, 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 297,064 shares
    Change vs previous 13F -7,519 shares

    0.34% of the 13F portfolio, value $140,621,186.

    13F-HR 0001172661-25-000741 filed by Newport Trust Company, 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 304,583 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $144,552,046.

    13F-HR 0001172661-24-004810 filed by Newport Trust Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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