Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionCharter Trust Co
Latest Disclosed Ownership1,065 shares
Latest Disclosed Value $ 464,606
Charter Trust Co ownership in MOCO / Moody's Corporation

On April 17, 2026 - Charter Trust Co filed a 13F-HR form disclosing ownership of 1,065 shares of Moody's Corporation (AT:MOCO) valued at $398,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,065 shares of Moody's Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $417,480 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-17 2026-03-31 13F MOODYS COM 615369105 1,065 0 0.00 465 -14.71 0.0272
2026-01-22 2025-12-31 13F MOODYS COM 615369105 1,065 -145 -11.98 544 -5.56 0.0314
2025-10-15 2025-09-30 13F MOODYS COM 615369105 1,210 0 0.00 577 -4.95 0.0346
2025-07-23 2025-06-30 13F MOODYS COM 615369105 1,210 -96 -7.35 607 -0.33 0.0388
2025-04-16 2025-03-31 13F MOODYS COM 615369105 1,306 -15 -1.14 608 -2.72 0.0403
2025-01-13 2024-12-31 13F MOODYS COM 615369105 1,321 -5 -0.38 625 -0.64 0.0410
2024-10-16 2024-09-30 13F MOODYS COM 615369105 1,326 0 0.00 629 12.72 0.0401
2024-07-17 2024-06-30 13F MOODYS COM 615369105 1,326 0 0.00 558 7.10 0.0369
2024-04-24 2024-03-31 13F MOODYS COM 615369105 1,326 -57 -4.12 521 -3.52 0.0348
2024-01-17 2023-12-31 13F MOODYS COM 615369105 1,383 -105 -7.06 540 14.89 0.0403
2023-11-28 2023-09-30 13F MOODYS COM 615369105 1,488 0 0.00 470 -9.09 0.0375
2023-08-09 2023-06-30 13F MOODYS COM 615369105 1,488 0 0.00 517 13.63 0.0397
2023-04-24 2023-03-31 13F MOODYS COM 615369105 1,488 0 0.00 455 9.90 0.0363
2023-06-09 2022-12-31 13F/A-1 MOODYS COM 615369105 1,488 1,488 415 0.0331
2023-01-19 2022-12-31 13F MOODYS COM 615369105 1,488 1,488 0 0.0000
2022-10-24 2022-09-30 13F MOODYS COM 615369105 0 -737 -100.00 0 -100.00
2022-08-12 2022-06-30 13F MOODYS COM 615369105 737 -28 -3.66 200 -22.48 0.0160
2022-04-14 2022-03-31 13F MOODYS COM 615369105 765 0 0.00 258 -13.71 0.0231
2022-01-28 2021-12-31 13F MOODYS COM 615369105 765 -100 -11.56 299 -2.61 0.0254
2021-11-15 2021-09-30 13F MOODYS COM 615369105 865 -60 -6.49 307 -8.63 0.0287
2021-08-11 2021-06-30 13F MOODYS COM 615369105 925 0 0.00 336 21.30 0.0312
2021-05-06 2021-03-31 13F MOODYS COM 615369105 925 0 0.00 277 2.97 0.0269
2021-02-09 2020-12-31 13F MOODYS COM 615369105 925 0 0.00 269 0.37 0.0270
2020-11-02 2020-09-30 13F MOODYS COM 615369105 925 -25 -2.63 268 2.68 0.0296
2020-08-04 2020-06-30 13F MOODYS COM 615369105 950 -20 -2.06 261 27.32 0.0302
2020-05-14 2020-03-31 13F MOODYS COM 615369105 970 -1 -0.10 205 -11.26 0.0276
2020-02-11 2019-12-31 13F MOODYS COMMON STOCK 615369105 971 971 231 0.0253
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.