Ownership history in SUMMITRY LLC · 15 quarters on record
This page tracks every 13F SEC filing in which SUMMITRY LLC 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 80,001 | +1,867 | +2.4% | 1.70% | $40.9M | $509.75 |
| 2025 Q3 | ADDED | 78,134 | +1,363 | +1.8% | 1.57% | $37.2M | $474.51 |
| 2025 Q2 | ADDED | 76,771 | +1,531 | +2.0% | 1.74% | $38.5M | $498.62 |
| 2025 Q1 | ADDED | 75,240 | +1,079 | +1.5% | 1.77% | $35.0M | $462.04 |
As of 2025 Q4 — sorted by position size