MCO
Moodys Corp
Moodys Corp historical holders
total: 20
Valley Forge Capital Management Moodys Corp transactions over time
- Total transactions:
- 19
- New positions:
- 1
- Added:
- 16
- Reduced:
- 2
- Held since:
- 2016 Q4
- Held for:
- 38 quarters
- Latest activity:
- 2026 Q1
Dev Kantesaria has been an institutional investor in Moodys Corp (MCO) since 2016 Q4. According to 2026 Q1 report, Dev Kantesaria holds 1,317,188 shares with a market value of roughly $574.62M representing 17.02% of their equity portfolio. The fund/company first acquired MCO in 2016 Q4, initially purchasing 351,415 shares. Since the initial investment, Valley Forge Capital Management has made 18 more transactions in this position.
Does Dev Kantesaria still hold MCO?
Yes, Dev Kantesaria continues to hold Moodys Corp (MCO). According to their 2026 Q1 report, they maintain a position of 1,317,188 shares valued at approximately $574.62M, representing 17.02% of their equity portfolio.
When did Dev Kantesaria first invest in MCO?
Dev Kantesaria first invested in Moodys Corp (MCO) in 2016 Q4 at the reported quarter-end price of $94.27 per share, acquiring 351,415 shares in their initial purchase.
What is Dev Kantesaria's average cost basis for MCO?
Based on historical transaction data, Dev Kantesaria's estimated cost basis for Moodys Corp (MCO) is approximately $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
MCO transactions history by Valley Forge Capital Management
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.
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.