Skip to main content

Crown Oak Advisors, LLC

SEC CIK
0002009273
Latest filing
Jul 17, 2026

MCO holding history

Moodys Corp in every 13F filed by Crown Oak Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overviewAll 13F holders of MCOFull Q2 2026 holdings

Shares (Q2 2026)
16,086
Value
$7.29M
% of portfolio
3.4%
Quarters held
11
Since Q4 2023
Holdings of MCO by Crown Oak Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,086$7.29M3.4%−661−3.9%ReducedHolders
Q1 202616,747$7.31M3.7%+298+1.8%AddedHolders
Q4 202516,449$8.40M4.0%−224−1.3%ReducedHolders
Q3 202516,673$8.36M4.0%00.0%UnchangedHolders
Q2 202516,673$8.36M4.0%+205+1.2%AddedHolders
Q1 202516,468$7.67M3.9%+651+4.1%AddedHolders
Q4 202415,817$7.49M3.9%+1,692+12.0%AddedHolders
Q3 202414,125$6.70M3.7%−836−5.6%ReducedHolders
Q2 202414,961$6.30M3.6%+12+0.1%AddedHolders
Q1 202414,949$5.88M3.2%+202+1.4%AddedHolders
Q4 202314,747$5.76M3.4%–No prior filingHolders