Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership24,583 shares
Latest Disclosed Value $ 10,724,334
Wealthfront Advisers Llc reports 20.10% increase in ownership of MOCO / Moody's Corporation

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 24,583 shares of Moody's Corporation (AT:MOCO) valued at $9,191,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 20,469 shares of Moody's Corporation. This represents a change in shares of 20.10% during the quarter. The current value of the position is $9,636,536 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)
2026-05-05 2026-03-31 13F MOODYS COM 615369105 24,583 4,114 20.10 10,724 2.56 0.0235
2026-01-30 2025-12-31 13F MOODYS COM 615369105 20,469 3,782 22.66 10,457 31.51 0.0234
2025-11-06 2025-09-30 13F MOODYS COM 615369105 16,687 3,773 29.22 7,951 22.76 0.0187
2025-07-31 2025-06-30 13F MOODYS COM 615369105 12,914 1,866 16.89 6,478 25.91 0.0167
2025-05-02 2025-03-31 13F MOODYS COM 615369105 11,048 -240 -2.13 5,145 -3.72 0.0138
2025-04-01 2024-12-31 13F/A-1 MOODYS COM 615369105 11,288 712 6.73 5,343 6.46 0.0156
2024-11-12 2024-09-30 13F MOODYS COM 615369105 10,576 41 0.39 5,019 13.19 0.0154
2024-08-14 2024-06-30 13F MOODYS COM 615369105 10,535 -1,013 -8.77 4,434 -2.29 0.0149
2024-04-19 2024-03-31 13F MOODYS COM 615369105 11,548 867 8.12 4,539 8.80 0.0159
2024-02-09 2023-12-31 13F MOODYS COM 615369105 10,681 -902 -7.79 4,172 13.90 0.0160
2023-11-01 2023-09-30 13F MOODYS COM 615369105 11,583 -164 -1.40 3,662 -10.33 0.0158
2023-08-07 2023-06-30 13F MOODYS COM 615369105 11,747 712 6.45 4,085 20.97 0.0173
2023-04-28 2023-03-31 13F MOODYS COM 615369105 11,035 1,269 12.99 3,377 24.07 0.0153
2023-02-10 2022-12-31 13F MOODYS COM 615369105 9,766 3,245 49.76 2,721 71.67 0.0132
2022-11-14 2022-09-30 13F MOODYS COM 615369105 6,521 -7,446 -53.31 1,585 -58.28 0.0084
2022-07-20 2022-06-30 13F MOODYS COM 615369105 13,967 6,836 95.86 3,799 57.90 0.0191
2022-05-16 2022-03-31 13F MOODYS COM 615369105 7,131 -3,945 -35.62 2,406 -44.38 0.0105
2022-01-21 2021-12-31 13F MOODYS COM 615369105 11,076 3,525 46.68 4,326 61.30 0.0183
2021-11-15 2021-09-30 13F MOODYS COM 615369105 7,551 -92 -1.20 2,682 -3.18 0.0124
2021-08-16 2021-06-30 13F MOODYS COM 615369105 7,643 794 11.59 2,770 35.45 0.0132
2021-05-14 2021-03-31 13F MOODYS COM 615369105 6,849 217 3.27 2,045 6.29 0.0110
2021-02-16 2020-12-31 13F MOODYS COM 615369105 6,632 -302 -4.36 1,924 -4.28 0.0116
2020-11-16 2020-09-30 13F MOODYS COM 615369105 6,934 -461 -6.23 2,010 -1.08 0.0144
2020-08-14 2020-06-30 13F MOODYS COM 615369105 7,395 -499 -6.32 2,032 21.68 0.0158
2020-05-15 2020-03-31 13F MOODYS COM 615369105 7,894 2,766 53.94 1,670 37.22 0.0152
2020-01-21 2019-12-31 13F MOODYS COM 615369105 5,128 1,540 42.92 1,217 65.58 0.0090
2019-10-15 2019-09-30 13F MOODYS COM 615369105 3,588 88 2.51 735 7.46 0.0062
2019-08-13 2019-06-30 13F MOODYS COM 615369105 3,500 48 1.39 684 9.44 0.0059
2019-05-13 2019-03-31 13F MOODYS COM 615369105 3,452 462 15.45 625 49.16 0.0058
2019-02-14 2018-12-31 13F MOODYS COM 615369105 2,990 2,990 419 0.0045
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.