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Disclosery

Colonial Trust Advisors: MCO position timeline

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

Colonial Trust Advisors held 8 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,623.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    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 8 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $3,490.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    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 14 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,152.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    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 14 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,671.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    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 14 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $7,022.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 14 shares

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

  6. period ended2025-03-31
    13F 46 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $21,528.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 38 shares
    • Colonial Trust Co / SC: 8 shares

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

  7. period ended2024-12-31
    13F 89 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $42,218.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 38 shares
    • Colonial Trust Co / SC: 51 shares

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

  8. period ended2024-09-30
    13F 46 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,895.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 38 shares
    • Colonial Trust Co / SC: 8 shares

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