MCO
Moodys Corp
Moodys Corp historical holders
total: 20
AltaRock Partners Moodys Corp transactions over time
- Total transactions:
- 30
- New positions:
- 1
- Added:
- 16
- Reduced:
- 13
- Held since:
- 2014 Q4
- Held for:
- 46 quarters
- Latest activity:
- 2026 Q1
Mark Massey has been an institutional investor in Moodys Corp (MCO) since 2014 Q4. According to 2026 Q1 report, Mark Massey holds 862,036 shares with a market value of roughly $376.06M representing 9.11% of their equity portfolio. The fund/company first acquired MCO in 2014 Q4, initially purchasing 217,416 shares. Since the initial investment, AltaRock Partners has made 29 more transactions in this position.
Does Mark Massey still hold MCO?
Yes, Mark Massey continues to hold Moodys Corp (MCO). According to their 2026 Q1 report, they maintain a position of 862,036 shares valued at approximately $376.06M, representing 9.11% of their equity portfolio.
When did Mark Massey first invest in MCO?
Mark Massey first invested in Moodys Corp (MCO) in 2014 Q4 at the reported quarter-end price of $95.81 per share, acquiring 217,416 shares in their initial purchase.
What is Mark Massey's average cost basis for MCO?
Based on historical transaction data, Mark Massey's estimated cost basis for Moodys Corp (MCO) is approximately $220.77 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $220.77
- Weighted AVG sell price:
- $297.47
MCO transactions history by AltaRock Partners
30 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
9.11%
|
862,036
|
$436.25
|
$376,063,205
|
+5.84% (+47,533)
|
+0.5%
|
|
2025 Q4
|
8.16%
|
814,503
|
$510.85
|
$416,088,858
|
-14.15% (-134,232)
|
-1.25%
|
|
2025 Q3
|
8.27%
|
948,735
|
$476.48
|
$452,053,253
|
-0.37% (-3,519)
|
-0.03%
|
|
2025 Q2
|
8.72%
|
952,254
|
$501.59
|
$477,641,084
|
+0.14% (+1,349)
|
+0.01%
|
|
2024 Q4
|
9.11%
|
950,905
|
$473.37
|
$450,129,900
|
-10.85% (-115,714)
|
-1.08%
|
|
2024 Q3
|
9.97%
|
1,066,619
|
$474.59
|
$506,206,711
|
-1.88% (-20,461)
|
-0.2%
|
|
2024 Q2
|
9.42%
|
1,087,080
|
$420.93
|
$457,584,584
|
+35.86% (+286,945)
|
+2.49%
|
|
2024 Q1
|
6.76%
|
800,135
|
$393.03
|
$314,477,059
|
-1.30% (-10,500)
|
-0.09%
|
|
2023 Q4
|
7.06%
|
810,635
|
$390.56
|
$316,601,606
|
+135.35% (+466,201)
|
+4.06%
|
|
2023 Q3
|
2.73%
|
344,434
|
$316.17
|
$108,899,698
|
+31.70% (+82,900)
|
+0.66%
|
|
2022 Q4
|
2.29%
|
$278.62
|
+3.53% (+8,926)
|
|||
|
2022 Q3
|
2.01%
|
$243.11
|
+104.86% (+129,298)
|
|||
|
2021 Q3
|
1.18%
|
$355.11
|
-46.07% (-105,358)
|
|||
|
2020 Q4
|
2.78%
|
$290.24
|
-65.61% (-436,187)
|
|||
|
2020 Q3
|
9.09%
|
$289.85
|
-9.60% (-70,639)
|
|||
|
2020 Q2
|
10.36%
|
$274.73
|
-50.50% (-750,230)
|
|||
|
2020 Q1
|
19.95%
|
$211.50
|
+41.46% (+435,463)
|
|||
|
2019 Q3
|
18.64%
|
$204.83
|
-7.08% (-80,000)
|
|||
|
2018 Q4
|
18.84%
|
$140.04
|
+16.89% (+163,354)
|
|||
|
2017 Q4
|
18.75%
|
$147.61
|
-10.67% (-115,529)
|
|||
|
2017 Q1
|
17.99%
|
$112.04
|
+0.38% (+4,100)
|
|||
|
2016 Q4
|
14.90%
|
$94.27
|
+11.74% (+113,336)
|
|||
|
2016 Q3
|
16.64%
|
$108.28
|
-2.72% (-27,019)
|
|||
|
2016 Q2
|
16.89%
|
$93.71
|
-4.60% (-47,780)
|
|||
|
2016 Q1
|
18.51%
|
$96.56
|
+23.44% (+197,429)
|
|||
|
2015 Q4
|
17.18%
|
$100.34
|
+14.68% (+107,860)
|
|||
|
2015 Q3
|
17.19%
|
$98.20
|
+57.31% (+267,595)
|
|||
|
2015 Q2
|
16.08%
|
$107.96
|
+8.03% (+34,699)
|
|||
|
2015 Q1
|
22.42%
|
$103.80
|
+98.80% (+214,800)
|
|||
|
2014 Q4
|
17.23%
|
$95.81
|
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.