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Welch & Forbes LLC: MCO position timeline

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

Welch & Forbes LLC held 51,007 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,007 shares
    Change vs previous 13F +212 shares

    0.28% of the 13F portfolio, value $23,102,098.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes 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 50,795 shares
    Change vs previous 13F +580 shares

    0.29% of the 13F portfolio, value $22,159,409.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes 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 50,215 shares
    Change vs previous 13F +174 shares

    0.31% of the 13F portfolio, value $25,652,406.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes 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 50,041 shares
    Change vs previous 13F +935 shares

    0.29% of the 13F portfolio, value $23,843,522.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes 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 49,106 shares
    Change vs previous 13F +241 shares

    0.31% of the 13F portfolio, value $24,631,120.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes 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 48,865 shares
    Change vs previous 13F +606 shares

    0.3% of the 13F portfolio, value $22,755,956.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes 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 48,259 shares
    Change vs previous 13F +53 shares

    0.29% of the 13F portfolio, value $22,844,366.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes 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 48,206 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $22,878,128.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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