MCO MOODYS CORP

Ownership history in Sarasin & Partners LLP  ·  41 quarters on record

AI Ownership Summary

Sarasin & Partners LLP reported MOODYS CORP (MCO) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.94% in 2024 Q4. The latest visible filing shows MCO at 1.53% 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 Sarasin & Partners LLP's position in MOODYS CORP, 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
2026 Q1

MCO was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% in 2024 Q4

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 2026 Q1

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 Sarasin & Partners LLP held MCO — position size vs. price
% of Fund (quarterly)    MCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 287,785 -124,967 -30.3% 1.53% $125.5M 2026-04-13 $439.61
2025 Q4 REDUCED 412,752 -14,507 -3.4% 2.19% $210.9M 2026-01-08 $530.02
2025 Q3 ADDED 427,259 +7,000 +1.7% 2.02% $205.4M 2025-10-10 $482.10
2025 Q2 REDUCED 420,259 -170,973 -28.9% 2.10% $210.8M 2025-07-09 $499.24
2025 Q1 ADDED 591,232 +28,823 +5.1% 2.70% $280.6M 2025-04-09 $435.15
2024 Q4 REDUCED 562,409 -28,823 -4.9% 2.94% $266.2M 2025-01-16 $474.35
2024 Q3 ADDED 591,232 +163,135 +38.1% 2.65% $280.6M 2024-10-09 $467.61
2024 Q2 ADDED 428,097 +67,118 +18.6% 1.60% $180.2M 2024-07-19 $436.27
2024 Q1 ADDED 360,979 +34,370 +10.5% 1.40% $141.9M 2024-04-12 $371.38
2023 Q4 REDUCED 326,609 -25,187 -7.2% 1.40% $127.6M 2024-01-10 $369.98
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sarasin & Partners LLP and MCO

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

How long has Sarasin & Partners LLP reported owning MCO?

Sarasin & Partners LLP reported MCO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MCO position in Sarasin & Partners LLP's portfolio?

The largest reported portfolio weight for MCO was 2.94% in 2024 Q4.

What is the latest reported MCO position on this page?

The most recent filing on this page is 2026 Q1, when Sarasin & Partners LLP reported 287,785 shares, equal to 1.53% of portfolio, with an estimated market value of $125.5M.

What does the chart on this MCO ownership page compare?

The chart compares Sarasin & Partners LLP'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.

← Back to Sarasin & Partners LLP Holdings