MCO β€” MOODYS CORP COM

Ownership history in DF DENT & CO INC  Β·  61 quarters on record

AI Ownership Summary

DF DENT & CO INC reported MOODYS CORP COM (MCO) in 61 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.83% in 2024 Q2. The latest visible filing shows MCO at 2.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in MOODYS CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCO was reported at 2.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DF DENT & CO INC held MCO β€” position size vs. price
% of Fund (quarterly)    MCO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 351,928 -49,277 -12.3% 2.59% $179.8M 2026-02-14 (Est.) $425.52
2025 Q3 REDUCED 401,205 -26,991 -6.3% 2.47% $191.2M 2025-11-14 $477.50
2025 Q2 REDUCED 428,196 -7,579 -1.7% 2.73% $214.8M 2025-08-14 $518.23
2025 Q1 REDUCED 435,775 -16,046 -3.6% 2.71% $202.9M 2025-05-15 $483.51
2024 Q4 REDUCED 451,821 -29,729 -6.2% 2.71% $213.9M 2025-02-12 $500.53
2024 Q3 REDUCED 481,550 -38,428 -7.4% 2.78% $228.5M 2024-11-15 $467.88
2024 Q2 REDUCED 519,978 -17,281 -3.2% 2.83% $218.9M 2024-08-14 $459.97
2024 Q1 REDUCED 537,259 -8,428 -1.5% 2.58% $211.2M 2024-05-15 $403.62
2023 Q4 REDUCED 545,687 -88,172 -13.9% 2.82% $213.1M 2024-02-14 $360.05
52 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MCO

As of 2026 Q1 β€” sorted by position size

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FAQ About DF DENT & CO INC and MCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning MCO?

DF DENT & CO INC reported MCO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCO position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for MCO was 2.83% in 2024 Q2.

What is the latest reported MCO position on this page?

The most recent filing on this page is 2025 Q4, when DF DENT & CO INC reported 351,928 shares, equal to 2.59% of portfolio, with an estimated market value of $179.8M.

What does the chart on this MCO ownership page compare?

The chart compares DF DENT & CO INC's quarterly MCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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