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Disclosery

SUMMITRY LLC: MCO position timeline

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

SUMMITRY LLC held 79,967 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,967 shares
    Change vs previous 13F -74 shares

    1.19% of the 13F portfolio, value $36,218,758.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 80,041 shares
    Change vs previous 13F +40 shares

    1.23% of the 13F portfolio, value $34,917,702.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 80,001 shares
    Change vs previous 13F +1,867 shares

    1.7% of the 13F portfolio, value $40,868,457.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 78,134 shares
    Change vs previous 13F +1,363 shares

    1.57% of the 13F portfolio, value $37,229,186.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 76,771 shares
    Change vs previous 13F +1,531 shares

    1.74% of the 13F portfolio, value $38,507,451.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 75,240 shares
    Change vs previous 13F +1,079 shares

    1.77% of the 13F portfolio, value $35,038,554.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 74,161 shares
    Change vs previous 13F +1,025 shares

    1.72% of the 13F portfolio, value $35,105,633.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 73,136 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $34,709,564.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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