Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership15,599 shares
Latest Disclosed Value $ 6,805,312
Evoke Wealth, Llc reports 28.80% decrease in ownership of MCO / Moody's Corporation

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 15,599 shares of Moody's Corporation (US:MCO) valued at $6,805,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 21,909 shares of Moody's Corporation. This represents a change in shares of -28.80% during the quarter. The current value of the position is $6,994,436 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MOODYS COM 615369105 15,599 -6,310 -28.80 6,805 -39.20 0.1222
2026-02-06 2025-12-31 13F MOODYS COM 615369105 21,909 -276 -1.24 11,192 5.88 0.2089
2025-11-14 2025-09-30 13F MOODYS COM 615369105 22,185 -40 -0.18 10,571 -5.18 0.2140
2025-08-07 2025-06-30 13F MOODYS COM 615369105 22,225 -602 -2.64 11,148 4.86 0.2550
2025-05-13 2025-03-31 13F MOODYS COM 615369105 22,827 -2,750 -10.75 10,630 -12.20 0.2774
2025-02-10 2024-12-31 13F MOODYS COM 615369105 25,577 -1,505 -5.56 12,107 -5.80 0.3370
2024-11-13 2024-09-30 13F MOODYS COM 615369105 27,082 27,082 12,853 0.3488
2024-08-13 2024-06-30 13F MOODYS COM 615369105 0 -26,991 -100.00 0 -100.00
2024-05-15 2024-03-31 13F MOODYS COM 615369105 26,991 -9,354 -25.74 10,608 -25.26 0.3142
2024-02-12 2023-12-31 13F MOODYS COM 615369105 36,345 9,046 33.14 14,195 64.45 0.3038
2023-11-13 2023-09-30 13F MOODYS COM 615369105 27,299 -224 -0.81 8,631 -9.81 0.3037
2023-08-09 2023-06-30 13F MOODYS COM 615369105 27,523 -4,808 -14.87 9,570 -3.26 0.3325
2023-05-08 2023-03-31 13F MOODYS COM 615369105 32,331 -731 -2.21 9,894 -89.26 0.3602
2023-02-10 2022-12-31 13F MOODYS COM 615369105 33,062 -105 -0.32 92,118 115,046.25 0.3333
2022-11-07 2022-09-30 13F MOODYS CORP COM COM 615369105 33,167 -760 -2.24 81 -13.04 0.3258
2022-08-04 2022-06-30 13F Moodys Corp Com COM 615369105 33,927 4,445 15.08 92 -7.07 0.3414
2022-05-10 2022-03-31 13F Moodys Corp Com COM 615369105 29,482 -384 -1.29 99 -14.66 0.3258
2022-02-09 2021-12-31 13F Moodys Corp Com COM 615369105 29,866 -159 -0.53 117 9.43 0.3681
2021-11-12 2021-09-30 13F Moodys Corp Com COM 615369105 30,025 -477 -1.56 107 -3.64 0.4005
2021-08-05 2021-06-30 13F MOODYS COM 615369105 30,502 251 0.83 111 22.22 0.4190
2021-05-13 2021-03-31 13F MOODYS STOCK 615369105 30,251 30,173 38,683.33 90 0.4085
2021-02-12 2020-12-31 13F MOODYS STOCK 615369105 78 0 0.00 0 -100.00 0.0016
2020-11-13 2020-09-30 13F MOODYS STOCK 615369105 78 0 0.00 23 9.52 0.0019
2020-08-10 2020-06-30 13F MOODYS STOCK 615369105 78 -8 -9.30 21 -88.40 0.0020
2020-05-07 2020-03-31 13F MOODYS STOCK 615369105 86 -36 -29.51 182 -37.37 0.0026
2020-02-07 2019-12-31 13F MOODYS STOCK 615369105 122 -3 -2.40 290 12.89 0.0037
2019-12-17 2019-09-30 13F/A-1 MOODYS CORP COM STOCK 615369105 125 125 256 0.0032
2019-11-12 2019-09-30 13F MOODYS CORP COM STOCK 615369105 125 256
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.