Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionFinancial Consulate, Inc
Latest Disclosed Ownership579 shares
Latest Disclosed Value $ 252,417
Financial Consulate, Inc reports 24.21% decrease in ownership of MCO / Moody's Corporation

On April 21, 2026 - Financial Consulate, Inc filed a 13F-HR form disclosing ownership of 579 shares of Moody's Corporation (US:MCO) valued at $252,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 764 shares of Moody's Corporation. This represents a change in shares of -24.21% during the quarter. The current value of the position is $259,618 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)
2026-04-21 2026-03-31 13F MOODYS COM 615369105 579 -185 -24.21 252 -35.38 0.0315
2026-01-22 2025-12-31 13F MOODYS COM 615369105 764 -152 -16.59 390 -10.55 0.0533
2025-10-21 2025-09-30 13F MOODYS COM 615369105 916 916 436 0.0616
2023-07-21 2023-06-30 13F MOODYS COM 615369105 0 -1,362 -100.00 0 -100.00
2023-04-17 2023-03-31 13F MOODYS COM 615369105 1,362 266 24.27 417 36.39 0.1454
2023-01-11 2022-12-31 13F MOODYS COM 615369105 1,096 28 2.62 305 17.31 0.1066
2022-10-20 2022-09-30 13F MOODYS COM 615369105 1,068 1,068 260 0.1097
2022-04-28 2022-03-31 13F MOODYS COM 615369105 0 -544 -100.00 0 -100.00
2022-02-07 2021-12-31 13F MOODYS COM 615369105 544 544 213 0.0739
2021-10-19 2021-09-30 13F MOODYS COM 615369105 0 -582 -100.00 0 -100.00
2021-07-22 2021-06-30 13F MOODYS COM 615369105 582 582 211 0.0761
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.