MCO
Moodys Corp
Moodys Corp historical holders
total: 21
Bares Capital Management Moodys Corp transactions over time
- Total transactions:
- 6
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Held since:
- 2025 Q1
- Held for:
- 3 quarters
- Latest activity:
- 2025 Q1
Bares Capital Management has been an institutional investor in Moodys Corp (MCO) since 2015 Q4. According to 2025 Q3 report, Bares Capital Management holds 34 shares with a market value of roughly $16.20K representing 0.00% of their equity portfolio. The fund/company first acquired MCO in 2015 Q4, initially purchasing 636,913 shares. Bares Capital Management later completely sold out the position and reinvested in MCO again in 2025 Q1. Since the initial investment, Bares Capital Management has made 5 more transactions in this position.
Does Bares Capital Management still hold MCO?
Yes, Bares Capital Management continues to hold Moodys Corp (MCO). According to their 2025 Q3 report, they maintain a position of 34 shares valued at approximately $16.20K, representing 0.00% of their equity portfolio.
When did Bares Capital Management first invest in MCO?
Bares Capital Management first invested in Moodys Corp (MCO) in 2015 Q4 at the reported quarter-end price of $100.34 per share, acquiring 636,913 shares in their initial purchase.
What is Bares Capital Management's average cost basis for MCO?
Based on historical transaction data, Bares Capital Management's estimated cost basis for Moodys Corp (MCO) is approximately $465.68 per share. This represents their average reported price* across all buy transactions.
Has Bares Capital Management reinvested in MCO after selling?
Yes, Bares Capital Management has shown renewed interest in Moodys Corp (MCO). After completely selling their position, they reinitiated an investment in 2025 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $465.68
MCO transactions history by Bares Capital Management
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
34
|
$465.68
|
$15,833
|
new
|
+0%
|
|
2016 Q4
|
0.00%
|
$108.28
|
-100% (-1,027,902)
|
|||
|
2016 Q3
|
6.62%
|
$108.28
|
+6.98% (+67,100)
|
|||
|
2016 Q2
|
6.41%
|
$93.71
|
+4.50% (+41,359)
|
|||
|
2016 Q1
|
6.43%
|
$96.56
|
+44.36% (+282,530)
|
|||
|
2015 Q4
|
5.02%
|
$100.34
|
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.
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.