Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership10,832 shares
Latest Disclosed Value $ 4,725,671
Smith, Salley & Associates reports 0.26% increase in ownership of MCO / Moody's Corporation

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 10,832 shares of Moody's Corporation (MX:MCO) valued at $4,725,671 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,804 shares of Moody's Corporation. This represents a change in shares of 0.26% during the quarter.

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)
2026-04-16 2026-03-31 13F MOODYS COM 615369105 10,832 28 0.26 4,726 -14.39 0.2376
2026-01-27 2025-12-31 13F MOODYS COM 615369105 10,804 4 0.04 5,519 7.27 0.2733
2025-10-20 2025-09-30 13F MOODYS COM 615369105 10,800 343 3.28 5,146 -1.91 0.2648
2025-07-17 2025-06-30 13F MOODYS COM 615369105 10,457 382 3.79 5,245 11.81 0.3034
2025-04-25 2025-03-31 13F MOODYS COM 615369105 10,075 367 3.78 4,692 2.09 0.3075
2025-01-15 2024-12-31 13F MOODYS COM 615369105 9,708 593 6.51 4,595 6.24 0.2951
2024-10-24 2024-09-30 13F MOODYS COM 615369105 9,115 353 4.03 4,326 17.27 0.2828
2024-07-29 2024-06-30 13F MOODYS COM 615369105 8,762 857 10.84 3,688 18.74 0.2647
2024-05-02 2024-03-31 13F MOODYS COM 615369105 7,905 516 6.98 3,107 7.66 0.2411
2024-01-24 2023-12-31 13F MOODYS COM 615369105 7,389 314 4.44 2,886 29.03 0.1865
2023-10-27 2023-09-30 13F MOODYS COM 615369105 7,075 370 5.52 2,237 -4.08 0.1660
2023-08-04 2023-06-30 13F MOODYS COM 615369105 6,705 73 1.10 2,331 14.88 0.1720
2023-05-03 2023-03-31 13F MOODYS COM 615369105 6,632 -63 -0.94 2,030 8.79 0.1614
2023-02-03 2022-12-31 13F MOODYS COM 615369105 6,695 -28 -0.42 1,865 14.14 0.1595
2022-11-01 2022-09-30 13F MOODYS COM 615369105 6,723 265 4.10 1,634 -6.95 0.1520
2022-08-01 2022-06-30 13F MOODYS COM 615369105 6,458 -475 -6.85 1,756 -24.93 0.1519
2022-05-10 2022-03-31 13F MOODYS COM 615369105 6,933 3 0.04 2,339 -13.59 0.1721
2022-02-10 2021-12-31 13F MOODYS COM 615369105 6,930 955 15.98 2,707 27.57 0.1917
2021-11-05 2021-09-30 13F MOODYS COM 615369105 5,975 420 7.56 2,122 5.41 0.1670
2021-08-09 2021-06-30 13F MOODYS COM 615369105 5,555 281 5.33 2,013 27.81 0.1629
2021-04-30 2021-03-31 13F MOODYS COM 615369105 5,274 307 6.18 1,575 9.22 0.1414
2021-01-28 2020-12-31 13F MOODYS COM 615369105 4,967 1,012 25.59 1,442 25.83 0.1461
2020-11-05 2020-09-30 13F MOODYS COM 615369105 3,955 64 1.64 1,146 7.20 0.1386
2020-08-04 2020-06-30 13F MOODYS COM 615369105 3,891 483 14.17 1,069 48.27 0.1427
2020-04-24 2020-03-31 13F MOODYS COM 615369105 3,408 421 14.09 721 1.69 0.1199
2020-01-27 2019-12-31 13F MOODYS COM 615369105 2,987 126 4.40 709 20.99 0.0935
2019-10-30 2019-09-30 13F MOODYS COM 615369105 2,861 215 8.13 586 13.35 0.0833
2019-07-12 2019-06-30 13F MOODYS COM 615369105 2,646 160 6.44 517 14.89 0.0779
2019-05-03 2019-03-31 13F MOODYS COM 615369105 2,486 237 10.54 450 42.86 0.0724
2019-02-05 2018-12-31 13F MOODYS COM 615369105 2,249 28 1.26 315 -15.09 0.0580
2018-11-06 2018-09-30 13F MOODYS COM 615369105 2,221 345 18.39 371 15.94 0.0585
2018-08-10 2018-06-30 13F MOODYS COM 615369105 1,876 205 12.27 320 18.52 0.0548
2018-05-09 2018-03-31 13F MOODYS COM 615369105 1,671 142 9.29 270 19.47 0.0484
2018-02-12 2017-12-31 13F MOODYS COM 615369105 1,529 1,529 226 0.0405
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.