Yacktman Asset Management MCO trades
Donald Yacktman
Donald Yacktman Moodys Corp stake
total: 149
Trades details
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 4
- Reduced:
- 1
- Held since:
- 2022 Q2
- Held for:
- 18 quarters
- Latest activity:
- 2026 Q3
According to 2026 Q3 report, Donald Yacktman holds 12,489 Moodys Corp (MCO) shares with a market value of roughly $5.67M accounting for 0.07% of the overall portfolio. To date, the estimated cost basis is nearly $359.64 for "buy" trades and estimated average "sell" price is $436.25. Yacktman Asset Management first purchased MCO in 2022 Q2, initially acquiring 4,270 shares. Since the initial investment in Moodys Corp (MCO), Yacktman Asset Management has made 5 more transactions.
When did Donald Yacktman buy Moodys Corp (MCO)?
Donald Yacktman first invested in Moodys Corp (MCO) in 2022 Q2 at the reported quarter-end price of $271.90 per share.
What's the cost basis of Yacktman Asset Management's MCO stake?
The estimated cost basis for Moodys Corp (MCO) stake is around $359.64 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $359.64
- Weighted AVG sell price:
- $436.25
Donald Yacktman's historical trades in Moodys Corp
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q3
|
0.07%
|
12,489
|
$454.13
|
$5,671,630
|
+0.68% (+84)
|
+0%
|
|
2026 Q1
|
0.07%
|
12,405
|
$436.25
|
$5,411,681
|
-0.16% (-20)
|
-0%
|
|
2025 Q2
|
0.08%
|
12,425
|
$501.59
|
$6,232,256
|
+61.99% (+4,755)
|
+0.03%
|
|
2023 Q1
|
0.02%
|
7,670
|
$306.02
|
$2,347,173
|
+22.33% (+1,400)
|
+0%
|
|
2022 Q3
|
0.02%
|
6,270
|
$243.06
|
$1,524,000
|
+46.84% (+2,000)
|
+0.01%
|
|
2022 Q2
|
0.01%
|
4,270
|
$271.90
|
$1,161,000
|
new
|
+0.01%
|
* 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.
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.