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Focus Partners Wealth: MCO position timeline

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

Focus Partners Wealth held 79,329 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,329 shares
    Change vs previous 13F +3,286 shares

    0.03% of the 13F portfolio, value $35,929,957.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 75,830 shares
    • Focus Partners Advisor Solutions, LLC: 3,499 shares

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

  2. period ended2026-03-31
    13F 76,043 shares
    Change vs previous 13F +10,382 shares

    0.03% of the 13F portfolio, value $33,211,422.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 73,899 shares
    • Focus Partners Advisor Solutions, LLC: 2,144 shares

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

  3. period ended2025-12-31
    13F 65,661 shares
    Change vs previous 13F +13,521 shares

    0.04% of the 13F portfolio, value $33,539,419.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 52,140 shares
    Change vs previous 13F -2,253 shares

    0.04% of the 13F portfolio, value $24,844,222.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 52,140 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 54,393 shares
    Change vs previous 13F +265 shares

    0.05% of the 13F portfolio, value $27,282,088.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 53,773 shares
    • Focus Partners Advisor Solutions, LLC: 620 shares

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

  6. period ended2025-03-31
    13F/A 54,128 shares
    Change vs previous 13F -5,628 shares

    0.05% of the 13F portfolio, value $25,207,273.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 53,651 shares
    • Focus Partners Advisor Solutions, LLC: 477 shares

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

  7. period ended2024-12-31
    13F/A 59,756 shares
    Change vs previous 13F +456 shares

    0.07% of the 13F portfolio, value $28,286,248.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 59,300 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $28,143,180.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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