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Disclosery

Baron Capital: MCO position timeline

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

Baron Capital held 36,429 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,429 shares
    Change vs previous 13F +197 shares

    0.02% of the 13F portfolio, value $16,499,423.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 36,232 shares
    Change vs previous 13F +523 shares

    0.05% of the 13F portfolio, value $15,806,210.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 35,709 shares
    Change vs previous 13F -333 shares

    0.05% of the 13F portfolio, value $18,241,943.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 36,042 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $17,173,292.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 36,029 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $18,071,786.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 36,029 shares
    Change vs previous 13F -1,712 shares

    0.05% of the 13F portfolio, value $16,778,345.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 37,741 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $17,865,457.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 37,741 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,911,501.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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