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Disclosery

Triangle Securities Wealth Management: MCO position timeline

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

Triangle Securities Wealth Management held 2,208 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,208 shares
    Change vs previous 13F +39 shares

    0.2% of the 13F portfolio, value $1,000,250.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 2,169 shares
    Change vs previous 13F -9 shares

    0.21% of the 13F portfolio, value $946,409.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,178 shares
    Change vs previous 13F +23 shares

    0.23% of the 13F portfolio, value $1,112,830.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 2,155 shares
    Change vs previous 13F -12 shares

    0.23% of the 13F portfolio, value $1,026,988.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 2,167 shares
    Change vs previous 13F -40 shares

    0.27% of the 13F portfolio, value $1,087,117.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 2,207 shares
    Change vs previous 13F -25 shares

    0.26% of the 13F portfolio, value $1,027,926.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,232 shares
    Change vs previous 13F -23 shares

    0.27% of the 13F portfolio, value $1,056,700.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 2,255 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,070,329.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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