Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
CENA AKCJI
SecurityAT:MOCO / Moody's Corporation
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership987 shares
Latest Disclosed Value $ 430,642
MONECO Advisors, LLC reports 81.43% increase in ownership of MOCO / Moody's Corporation

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 987 shares of Moody's Corporation (AT:MOCO) valued at $369,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 544 shares of Moody's Corporation. This represents a change in shares of 81.43% during the quarter. The current value of the position is $386,904 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F MOODYS COM 615369105 987 443 81.43 431 54.68 0.0334
2026-02-04 2025-12-31 13F MOODYS COM 615369105 544 -11 -1.98 278 5.30 0.0221
2025-11-05 2025-09-30 13F MOODYS COM 615369105 555 60 12.12 264 6.45 0.0221
2025-08-13 2025-06-30 13F MOODYS COM 615369105 495 0 0.00 248 7.83 0.0231
2025-08-15 2025-03-31 13F/A-1 MOODYS COM 615369105 495 -40 -7.48 231 -9.09 0.0239
2025-05-08 2025-03-31 13F MOODYS COM 615369105 495 -40 231 0.0237
2025-08-15 2024-12-31 13F/A-1 MOODYS COM 615369105 535 76 16.56 253 16.59 0.0267
2025-02-04 2024-12-31 13F MOODYS COM 615369105 535 76 253 0.0267
2024-10-25 2024-09-30 13F MOODYS COM 615369105 459 459 218 0.0271
2020-05-11 2020-03-31 13F MOODYS COM 615369105 0 -3,200 -100.00 0 -100.00
2020-01-21 2019-12-31 13F MOODYS COM 615369105 3,200 0 0.00 824 25.80 0.5862
2019-10-31 2019-09-30 13F MOODYS COM 615369105 3,200 0 0.00 655 4.80 0.5092
2019-07-24 2019-06-30 13F MOODYS COM 615369105 3,200 0 0.00 625 7.94 0.5025
2019-04-26 2019-03-31 13F MOODYS COM 615369105 3,200 3,200 579 0.4687
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.