MCO
Moodys Corp
Moodys Corp historical holders
total: 20
Egerton Capital Moodys Corp transactions over time
- Total transactions:
- 13
- New positions:
- 3
- Sold out:
- 2
- Added:
- 4
- Reduced:
- 4
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
John Armitage has been an institutional investor in Moodys Corp (MCO) since 2013 Q3. According to 2026 Q2 report, John Armitage holds 1,704,229 shares with a market value of roughly $771.88M representing 7.46% of their equity portfolio. The fund/company first acquired MCO in 2013 Q3, initially purchasing about 3.72M shares. John Armitage later completely sold out the position and reinvested in MCO again in 2025 Q4. Since the initial investment, Egerton Capital has made 12 more transactions in this position.
Does John Armitage still hold MCO?
Yes, John Armitage continues to hold Moodys Corp (MCO). According to their 2026 Q2 report, they maintain a position of 1,704,229 shares valued at approximately $771.88M, representing 7.46% of their equity portfolio.
When did John Armitage first invest in MCO?
John Armitage first invested in Moodys Corp (MCO) in 2013 Q3 at the reported quarter-end price of $70.33 per share, acquiring 3,719,167 shares in their initial purchase.
What is John Armitage's average cost basis for MCO?
Based on historical transaction data, John Armitage's estimated cost basis for Moodys Corp (MCO) is approximately $471.66 per share. This represents their average reported price* across all buy transactions.
Has John Armitage reinvested in MCO after selling?
Yes, John Armitage has shown renewed interest in Moodys Corp (MCO). After completely selling their position, they reinitiated an investment in 2025 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $471.66
MCO transactions history by Egerton Capital
13 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
7.46%
|
1,704,229
|
$452.92
|
$771,879,399
|
+10.26% (+158,559)
|
+0.69%
|
|
2026 Q1
|
7.48%
|
1,545,670
|
$436.25
|
$674,298,538
|
+99.85% (+772,261)
|
+3.74%
|
|
2025 Q4
|
4.29%
|
773,409
|
$510.85
|
$395,095,988
|
new
|
+4.29%
|
|
2016 Q4
|
0.00%
|
$108.28
|
-100% (-1,586,598)
|
|||
|
2016 Q3
|
1.95%
|
$108.28
|
-37.94% (-970,029)
|
|||
|
2016 Q2
|
2.69%
|
$93.71
|
-4.25% (-113,496)
|
|||
|
2016 Q1
|
2.46%
|
$96.56
|
+7.27% (+181,009)
|
|||
|
2015 Q4
|
2.59%
|
$100.34
|
new
|
|||
|
2014 Q3
|
0.00%
|
$87.66
|
-100% (-914,280)
|
|||
|
2014 Q2
|
1.27%
|
$87.66
|
-74.05% (-2,608,907)
|
|||
|
2014 Q1
|
4.26%
|
$79.32
|
-8.28% (-318,162)
|
|||
|
2013 Q4
|
4.55%
|
$78.47
|
+3.29% (+122,182)
|
|||
|
2013 Q3
|
4.78%
|
$70.33
|
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.