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Crown Oak Advisors, LLC → MCO

Crown Oak Advisors, LLC MCO Position History

Moody's Corporation • Services

Quarters held
5
Latest value
$7.2M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.4M
Q4 2025$8.4M
Q1 2026$7.3M
Q2 2026$7.3M
Q3 2026$7.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.2M15.8K——
Q2 2026$7.3M16.1K——
Q1 2026$7.3M16.7K——
Q4 2025$8.4M16.4K——
Q3 2025$8.4M16.7K——

Other funds holding MCO

Other Crown Oak Advisors, LLC positions

SCHW-PJ

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SCHW-PJ

SCHWAB CHARLES CORP

$43.5M
SCHW-PJ

SCHWAB CHARLES CORP

$43.2M
SCHW-PJ

SCHWAB CHARLES CORP

$41.9M
V

VISA INC

$23.1M
V

VISA INC

$23M
HEI-A

HEICO CORP NEW

$22.6M