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Disclosery

Chevy Chase Trust Holdings, LLC: MCO position timeline

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

Chevy Chase Trust Holdings, LLC held 79,021 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 79,021 shares
    Change vs previous 13F -3,084 shares

    0.09% of the 13F portfolio, value $35,790,191.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 82,105 shares
    Change vs previous 13F -1,903 shares

    0.1% of the 13F portfolio, value $35,818,306.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 84,008 shares
    Change vs previous 13F -1,238 shares

    0.12% of the 13F portfolio, value $42,915,487.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 85,246 shares
    Change vs previous 13F -2,285 shares

    0.11% of the 13F portfolio, value $40,618,014.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 87,531 shares
    Change vs previous 13F +461 shares

    0.13% of the 13F portfolio, value $43,904,674.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 87,070 shares
    Change vs previous 13F -1,333 shares

    0.13% of the 13F portfolio, value $40,547,629.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 88,403 shares
    Change vs previous 13F -3,016 shares

    0.13% of the 13F portfolio, value $41,847,328.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 91,419 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $43,386,544.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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