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Disclosery

Morningstar Investment Management LLC: MCO position timeline

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

Morningstar Investment Management LLC held 9,465 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,465 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $4,129,106.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 9,465 shares
    Change vs previous 13F -9,115 shares

    0.26% of the 13F portfolio, value $4,129,106.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 18,580 shares
    Change vs previous 13F -53 shares

    0.56% of the 13F portfolio, value $9,492,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 18,633 shares
    Change vs previous 13F +18,633 shares

    0.33% of the 13F portfolio, value $8,878,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,676 shares

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,676 shares
    Change vs previous 13F -682 shares

    0.06% of the 13F portfolio, value $793,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 1,676 shares

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

  7. period ended2024-09-30
    13F 2,358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,127,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 682 shares
    • Morningstar Investment Management LLC: 1,676 shares

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