Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionYcg, Llc
Latest Disclosed Ownership174,963 shares
Latest Disclosed Value $ 76,327,609
Ycg, Llc reports 3.34% decrease in ownership of MOCO / Moody's Corporation

On May 14, 2026 - Ycg, Llc filed a 13F-HR form disclosing ownership of 174,963 shares of Moody's Corporation (AT:MOCO) valued at $65,418,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 181,005 shares of Moody's Corporation. This represents a change in shares of -3.34% during the quarter. The current value of the position is $68,585,496 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 174,963 -6,042 -3.34 76,328 -17.45 6.9086
2026-02-11 2025-12-31 13F MOODYS COM 615369105 181,005 -3,426 -1.86 92,466 5.22 6.9762
2025-10-28 2025-09-30 13F Moodys COM 615369105 184,431 6,768 3.81 87,878 -1.39 6.5985
2025-08-13 2025-06-30 13F Moodys COM 615369105 177,663 -2,018 -1.12 89,114 6.50 6.8869
2025-05-13 2025-03-31 13F Moodys COM 615369105 179,681 -1,438 -0.79 83,676 -2.40 6.5525
2025-02-10 2024-12-31 13F Moodys COM 615369105 181,119 -365 -0.20 85,736 -0.46 6.8140
2024-11-04 2024-09-30 13F Moodys COM 615369105 181,484 -2,214 -1.21 86,131 11.39 6.6492
2024-08-06 2024-06-30 13F Moodys COM 615369105 183,698 50 0.03 77,324 6.35 6.3049
2024-05-06 2024-03-31 13F Moodys COM 615369105 183,648 -3,905 -2.08 72,708 -0.74 5.7806
2024-01-29 2023-12-31 13F Moodys COM 615369105 187,553 2 0.00 73,251 23.53 6.0639
2023-10-25 2023-09-30 13F Moodys COM 615369105 187,551 -72 -0.04 59,298 -9.11 5.4749
2023-08-14 2023-06-30 13F Moodys COM 615369105 187,623 -26 -0.01 65,240 13.61 5.8165
2023-05-12 2023-03-31 13F Moodys COM 615369105 187,649 -121 -0.06 57,424 4.40 5.6151
2023-02-03 2022-12-31 13F Moodys COM 615369105 187,770 166 0.09 55,004 20.60 5.8800
2022-11-10 2022-09-30 13F Moodys COM 615369105 187,604 144 0.08 45,608 -10.54 5.4268
2022-08-04 2022-06-30 13F Moodys COM 615369105 187,460 47 0.03 50,984 -19.37 5.7638
2022-05-05 2022-03-31 13F Moodys COM 615369105 187,413 505 0.27 63,235 -13.38 5.9709
2022-02-14 2021-12-31 13F Moodys COM 615369105 186,908 -2,677 -1.41 73,003 8.44 6.4229
2021-11-05 2021-09-30 13F Moodys COM 615369105 189,585 3,073 1.65 67,323 -0.39 6.3529
2021-08-02 2021-06-30 13F Moodys COM 615369105 186,512 -4,745 -2.48 67,586 18.34 6.5463
2021-05-12 2021-03-31 13F Moodys COM 615369105 191,257 572 0.30 57,111 3.19 6.3741
2021-02-12 2020-12-31 13F Moodys COM 615369105 190,685 78 0.04 55,344 -0.28 6.3593
2020-11-09 2020-09-30 13F Moodys COM 615369105 190,607 -3,823 -1.97 55,501 3.37 7.2090
2020-08-14 2020-06-30 13F Moodys COM 615369105 194,430 -7,690 -3.80 53,690 28.90 7.6512
2020-05-08 2020-03-31 13F Moodys COM 615369105 202,120 -17,034 -7.77 41,653 -19.94 6.9977
2020-01-30 2019-12-31 13F Moodys COM 615369105 219,154 4,636 2.16 52,029 18.41 6.8268
2019-10-16 2019-09-30 13F Moodys COM 615369105 214,518 -1,080 -0.50 43,940 3.82 6.5415
2019-07-23 2019-06-30 13F MOODYS COM 615369105 215,598 2,087 0.98 42,322 8.78 6.6630
2019-05-01 2019-03-31 13F Moodys COM 615369105 213,511 -112 -0.05 38,905 30.05 6.7510
2019-01-30 2018-12-31 13F Moodys COM 615369105 213,623 82,576 63.01 29,916 36.53 6.0692
2018-10-23 2018-09-30 13F Moodys COM 615369105 131,047 -221 -0.17 21,911 -2.22 4.3543
2018-07-19 2018-06-30 13F Moodys COM 615369105 131,268 -4,225 -3.12 22,409 3.14 4.7460
2018-05-03 2018-03-31 13F Moodys COM 615369105 135,493 66,858 97.41 21,726 115.13 4.7542
2018-01-25 2017-12-31 13F Moodys COM 615369105 68,635 11 0.02 10,099 5.47 2.4686
2017-11-03 2017-09-30 13F Moodys COM 615369105 68,624 11,203 19.51 9,575 37.04 2.5142
2017-07-17 2017-06-30 13F Moodys COM 615369105 57,421 57,421 6,987 1.8220
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.