Kestra Advisory Services, LLC: MCO position timeline

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

Kestra Advisory Services, LLC held 48,230 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 48,230 shares
Change vs previous 13F +1,736 shares
0.05% of the 13F portfolio, value $21,844,399.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,301 shares
- Kestra Advisory Services, LLC: 41,929 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 46,494 shares
Change vs previous 13F -2,642 shares
0.06% of the 13F portfolio, value $20,283,048.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,440 shares
- Kestra Advisory Services, LLC: 40,054 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 49,136 shares
Change vs previous 13F -1,463 shares
0.08% of the 13F portfolio, value $25,100,822.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,418 shares
- Kestra Advisory Services, LLC: 42,718 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 50,599 shares
Change vs previous 13F -1,240 shares
0.08% of the 13F portfolio, value $24,109,129.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,729 shares
- Kestra Advisory Services, LLC: 43,870 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 51,839 shares
Change vs previous 13F +202 shares
0.08% of the 13F portfolio, value $26,001,823.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,801 shares
- Kestra Advisory Services, LLC: 44,602 shares
- Kestra Investment Management, LLC: 436 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 51,637 shares
Change vs previous 13F +3,979 shares
0.08% of the 13F portfolio, value $24,046,835.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,800 shares
- Kestra Advisory Services, LLC: 44,797 shares
- Kestra Investment Management, LLC: 40 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 47,658 shares
Change vs previous 13F -1,093 shares
0.08% of the 13F portfolio, value $22,559,647.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,000 shares
- Kestra Advisory Services, LLC: 40,467 shares
- Kestra Investment Management, LLC: 191 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 48,751 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $23,136,605.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 6,943 shares
- Kestra Advisory Services, LLC: 41,808 shares
Acceptance time not in the bulk data set (spec §4.2).