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Dev Kantesaria

Valley Forge Capital Management

Dev Kantesaria Moodys Corp stake

total: 16

Valley Forge Capital Management MCO trades

Total transactions:
19
New positions:
1
Added:
16
Reduced:
2
Held since:
2016 Q4
Held for:
38 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Dev Kantesaria holds 1,317,188 Moodys Corp (MCO) shares with a market value of roughly $574.62M accounting for 17.02% of the overall portfolio. To date, the estimated cost basis is nearly $250.05 for "buy" trades and estimated average "sell" price is $390.62. Valley Forge Capital Management first purchased MCO in 2016 Q4, initially acquiring 351,415 shares. Since the initial investment in Moodys Corp (MCO), Valley Forge Capital Management has made 18 more transactions.

How many MCO shares does Dev Kantesaria currently hold?

According to 2026 Q1 report, Dev Kantesaria holds 1,317,188 shares of Moodys Corp (MCO), valued at around $574.62M.

When did Dev Kantesaria buy Moodys Corp (MCO)?

Dev Kantesaria first invested in Moodys Corp (MCO) in 2016 Q4 at the reported quarter-end price of $94.27 per share.

What's the cost basis of Valley Forge Capital Management's MCO stake?

The estimated cost basis for Moodys Corp (MCO) stake is around $250.05 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$250.05
Weighted AVG sell price:
$390.62

Dev Kantesaria's historical trades in Moodys Corp

19 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
17.02%
1,317,188
$436.25
$574,623,265
-0.01% (-104)
-0%
2025 Q4
15.25%
1,317,292
$510.85
$672,938,618
+0.24% (+3,148)
+0.04%
2024 Q4
13.70%
1,314,144
$473.37
$622,076,345
+1.99% (+25,700)
+0.27%
2024 Q3
13.59%
1,288,444
$474.59
$611,482,638
+5.75% (+70,034)
+0.74%
2022 Q4
13.78%
1,218,410
$278.62
$339,473,394
+5.13% (+59,406)
+0.67%
2022 Q2
14.10%
1,159,004
$271.97
$315,214,000
+7.23% (+78,123)
+0.95%
2022 Q1
13.87%
1,080,881
$337.41
$364,700,000
+5.17% (+53,147)
+0.68%
2021 Q4
15.18%
1,027,734
$390.58
$401,412,000
-11.11% (-128,512)
-1.99%
2021 Q3
16.31%
1,156,246
$355.11
$410,595,000
+0.09% (+1,000)
+0.01%
2021 Q1
16.32%
1,155,246
$298.61
$344,968,000
+94.64% (+561,717)
+7.94%
2020 Q4
16.00%
$290.24
+0.85% (+5,000)
2020 Q3
18.51%
$289.85
+3.34% (+19,000)
2020 Q2
19.02%
$274.73
+26.59% (+119,614)
2019 Q4
20.76%
$237.41
+0.67% (+3,000)
2019 Q3
20.43%
$204.83
+6.18% (+26,000)
2019 Q1
20.17%
$181.09
+9.35% (+36,000)
2018 Q4
20.39%
$140.04
+4.20% (+15,500)
2018 Q3
20.55%
$167.20
+5.12% (+18,000)
2016 Q4
30.22%
$94.27
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.