MCO β€” MOODYS CORP

Ownership history in First Affirmative Financial Network  Β·  2 quarters on record

This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in MOODYS CORP (MCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.13% (2024 Q4)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q1
⏱ Quarters held
2
% of Fund (quarterly)    MCO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 439 -23 -5.0% 0.13% $204K $462.04
2024 Q4 INITIATED 462 β€” β€” 0.13% $218K $468.77

🏒 Other funds also holding MCO

As of 2025 Q4 β€” sorted by position size

Rings Capital Management LLC 3Y 7Y 30.47% BRX Global LP 3Y 29.87% Valley Forge Capital Management, LP 3Y 7Y 15.25% Square Wave Capital, LLC 13.74% Bluegrass Capital Partners LP 3Y 12.82% TCI Fund Management Ltd 3Y 7Y 12.67% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 9.72% Aquamarine Zurich AG 3Y 9.35% Lansing Management LP 3Y 7Y 9.16% Rothschild & Co Wealth Management UK Ltd 3Y 8.98%
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