Chuck Akre - Akre Capital Management
Holding/activity history for Moody's Corp. (MCO)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,246,114 | 8.89 | Reduce 28.19% | 2.74 | $436.25 | $543,617,232 | SEC |
| 2025 Q4 | 1,735,231 | 9.72 | Reduce 18.11% | 1.82 | $510.85 | $886,442,756 | SEC |
| 2025 Q3 | 2,118,949 | 10.07 | Reduce 8.09% | 0.92 | $476.48 | $1,009,636,820 | SEC |
| 2025 Q2 | 2,305,424 | 11.33 | Reduce 5.34% | 0.58 | $501.59 | $1,156,377,624 | SEC |
| 2025 Q1 | 2,435,458 | 10.90 | Reduce 20.90% | 2.64 | $465.69 | $1,134,168,436 | SEC |
| 2024 Q4 | 3,078,927 | 12.61 | Reduce 8.44% | 1.12 | $473.37 | $1,457,471,674 | SEC |
| 2024 Q3 | 3,362,880 | 13.28 | Reduce 20.33% | 3.18 | $474.59 | $1,595,989,219 | SEC |
| 2024 Q2 | 4,221,104 | 15.63 | Reduce 5.21% | 0.75 | $420.93 | $1,776,789,307 | SEC |
| 2024 Q1 | 4,452,967 | 14.48 | Reduce 6.78% | 1.06 | $393.03 | $1,750,149,620 | SEC |
| 2023 Q4 | 4,776,940 | 15.70 | Reduce 6.24% | 0.92 | $390.56 | $1,865,681,686 | SEC |
| 2023 Q3 | 5,094,646 | 14.79 | Reduce 3.53% | 0.54 | $316.17 | $1,610,774,226 | SEC |
| 2023 Q2 | 5,281,223 | 15.31 | Reduce 7.41% | 1.14 | $347.72 | $1,836,386,862 | SEC |
| 2023 Q1 | 5,703,785 | 15.38 | $306.02 | $1,745,472,286 | SEC | ||
| 2022 Q4 | 5,703,785 | 14.38 | $278.62 | $1,589,188,577 | SEC | ||
| 2022 Q3 | 5,703,785 | 12.25 | Add 0.00% | <0.01 | $243.11 | $1,386,647,000 | SEC |
| 2022 Q2 | 5,703,505 | 12.43 | Add 0.77% | 0.10 | $271.97 | $1,551,182,000 | SEC |
| 2022 Q1 | 5,659,712 | 13.06 | Add 0.69% | 0.09 | $337.41 | $1,909,643,000 | SEC |
| 2021 Q4 | 5,621,097 | 12.74 | Add 0.02% | <0.01 | $390.58 | $2,195,488,000 | SEC |
| 2021 Q3 | 5,620,036 | 12.29 | Reduce 0.09% | 0.01 | $355.11 | $1,995,731,000 | SEC |
| 2021 Q2 | 5,625,255 | 12.56 | Reduce 0.01% | <0.01 | $362.37 | $2,038,424,000 | SEC |
| 2021 Q1 | 5,625,845 | 11.44 | Reduce 0.12% | 0.01 | $298.61 | $1,679,934,000 | SEC |
| 2020 Q4 | 5,632,705 | 11.05 | Reduce 0.03% | <0.01 | $290.24 | $1,634,836,000 | SEC |
| 2020 Q3 | 5,634,349 | 11.51 | Reduce 0.04% | <0.01 | $289.85 | $1,633,116,000 | SEC |
| 2020 Q2 | 5,636,344 | 11.67 | Reduce 0.04% | <0.01 | $274.73 | $1,548,473,000 | SEC |
| 2020 Q1 | 5,638,341 | 11.58 | Reduce 0.76% | 0.09 | $211.50 | $1,192,509,000 | SEC |
| 2019 Q4 | 5,681,643 | 12.37 | Reduce 0.00% | <0.01 | $237.41 | $1,348,879,000 | SEC |
| 2019 Q3 | 5,681,803 | 11.47 | Reduce 0.01% | <0.01 | $204.83 | $1,163,804,000 | SEC |
| 2019 Q2 | 5,682,156 | 11.92 | Reduce 0.00% | <0.01 | $195.31 | $1,109,782,000 | SEC |
| 2019 Q1 | 5,682,371 | 11.45 | Add 0.01% | <0.01 | $181.09 | $1,029,021,000 | SEC |
| 2018 Q4 | 5,681,771 | 10.61 | Add 0.00% | <0.01 | $140.04 | $795,675,000 | SEC |
| 2018 Q3 | 5,681,621 | 11.63 | Reduce 0.02% | <0.01 | $167.20 | $949,967,000 | SEC |
| 2018 Q2 | 5,682,813 | 12.91 | Reduce 0.04% | <0.01 | $170.56 | $969,261,000 | SEC |
| 2018 Q1 | 5,684,806 | 12.91 | Reduce 0.04% | <0.01 | $161.30 | $916,959,000 | SEC |
| 2017 Q4 | 5,686,967 | 12.37 | Add 0.05% | <0.01 | $147.61 | $839,453,000 | SEC |
| 2017 Q3 | 5,684,286 | 12.27 | Reduce 0.27% | 0.03 | $139.21 | $791,309,000 | SEC |
| 2017 Q2 | 5,699,676 | 12.05 | Add 0.35% | 0.04 | $121.68 | $693,537,000 | SEC |
| 2017 Q1 | 5,679,831 | 11.50 | Add 21.87% | 2.06 | $112.04 | $636,368,000 | SEC |
| 2016 Q4 | 4,660,664 | 8.85 | Add 15.37% | 1.18 | $94.27 | $439,361,000 | SEC |
| 2016 Q3 | 4,039,894 | 9.23 | Add 0.12% | 0.01 | $108.28 | $437,440,000 | SEC |
| 2016 Q2 | 4,034,967 | 8.35 | Add 0.44% | 0.04 | $93.71 | $378,117,000 | SEC |
| 2016 Q1 | 4,017,349 | 9.07 | Add 9.78% | 0.81 | $96.56 | $387,915,000 | SEC |
| 2015 Q4 | 3,659,439 | 9.00 | Add 1.49% | 0.13 | $100.34 | $367,188,000 | SEC |
| 2015 Q3 | 3,605,620 | 9.08 | Add 1.19% | 0.11 | $98.20 | $354,072,000 | SEC |
| 2015 Q2 | 3,563,131 | 10.45 | Add 1.42% | 0.15 | $107.96 | $384,676,000 | SEC |
| 2015 Q1 | 3,513,336 | 10.39 | Reduce 0.17% | 0.02 | $103.80 | $364,684,000 | SEC |
| 2014 Q4 | 3,519,180 | 10.06 | Add 1.11% | 0.11 | $95.81 | $337,173,000 | SEC |
| 2014 Q3 | 3,480,545 | 10.67 | Reduce 0.05% | <0.01 | $94.50 | $328,912,000 | SEC |
| 2014 Q2 | 3,482,130 | 10.46 | $87.66 | $305,244,000 | SEC | ||
| 2014 Q1 | 3,482,130 | 10.73 | Add 0.03% | <0.01 | $79.32 | $276,203,000 | SEC |
| 2013 Q4 | 3,480,950 | 11.70 | Reduce 0.02% | <0.01 | $78.47 | $273,150,000 | SEC |
| 2013 Q3 | 3,481,520 | 11.97 | Add 0.11% | 0.01 | $70.33 | $244,855,000 | SEC |
| 2013 Q2 | 3,477,765 | 10.84 | Buy | 10.84 | $60.93 | $211,900,000 | SEC |
| 2013 Q1 | 0 | 0.00 | Sell 100.00% | 9.20 | SEC | ||
| 2012 Q4 | 2,217,054 | 9.20 | Add 22.64% | 1.70 | $50.32 | $111,562,000 | SEC |
| 2012 Q3 | 1,807,735 | 7.11 | Buy | 7.11 | $44.17 | $79,848,000 | SEC |