Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership2,069 shares
Latest Disclosed Value $ 902,602
Waldron Private Wealth LLC reports 0.83% increase in ownership of MCO / Moody's Corporation

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 2,069 shares of Moody's Corporation (US:MCO) valued at $902,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,052 shares of Moody's Corporation. This represents a change in shares of 0.83% during the quarter. The current value of the position is $927,719 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)
2026-04-10 2026-03-31 13F MOODYS COM 615369105 2,069 17 0.83 903 -13.93 0.0352
2026-01-14 2025-12-31 13F MOODYS COM 615369105 2,052 3 0.15 1,048 7.38 0.0414
2025-10-30 2025-09-30 13F MOODYS COM 615369105 2,049 -39 -1.87 976 -6.78 0.0396
2025-07-31 2025-06-30 13F MOODYS COM 615369105 2,088 0 0.00 1,047 7.72 0.0457
2025-05-08 2025-03-31 13F MOODYS COM 615369105 2,088 -799 -27.68 972 -28.84 0.0459
2025-01-24 2024-12-31 13F MOODYS COM 615369105 2,887 6 0.21 1,367 -0.07 0.0550
2024-10-21 2024-09-30 13F MOODYS COM 615369105 2,881 15 0.52 1,367 13.35 0.0568
2024-07-31 2024-06-30 13F MOODYS CORP COM COM 615369105 2,866 208 7.83 1,206 15.52 0.0540
2024-05-09 2024-03-31 13F MOODYS CORP COM COM 615369105 2,658 -892 -25.13 1,045 -24.68 0.0472
2024-08-29 2023-12-31 13F/A-1 MOODYS CORP COM COM 615369105 3,550 76 2.19 1,386 26.23 0.0659
2024-01-30 2023-12-31 13F MOODYS CORP COM COM 615369105 3,550 76 1 0.0659
2024-08-29 2023-09-30 13F/A-1 MOODYS CORP COM COM 615369105 3,474 -5 -0.14 1,098 -9.18 0.0570
2023-10-26 2023-09-30 13F MOODYS CORP COM COM 615369105 3,474 -5 1 0.0570
2024-08-29 2023-06-30 13F/A-1 MOODYS CORP COM COM 615369105 3,479 16 0.46 1,210 14.16 0.0604
2023-08-07 2023-06-30 13F MOODYS CORP COM COM 615369105 3,479 16 1 0.0603
2024-08-29 2023-03-31 13F/A-1 MOODYS CORP COM COM 615369105 3,463 778 28.98 1,060 0.0516
2023-05-02 2023-03-31 13F MOODYS CORP COM COM 615369105 3,463 778 1 0.0515
2023-02-08 2022-12-31 13F MOODYS CORP COM COM 615369105 2,685 0 0.00 1 -100.00 0.0405
2022-11-14 2022-09-30 13F MOODYS CORP COM COM 615369105 2,685 359 15.43 652 3.16 0.0405
2022-08-03 2022-06-30 13F MOODYS CORP COM COM 615369105 2,326 -12 -0.51 632 -19.80 0.0354
2022-05-04 2022-03-31 13F MOODYS CORP COM COM 615369105 2,338 68 3.00 788 -11.06 0.0404
2022-02-02 2021-12-31 13F MOODYS CORP COM COM 615369105 2,270 0 0.00 886 9.93 0.0437
2021-11-02 2021-09-30 13F MOODYS CORP COM COM 615369105 2,270 244 12.04 806 9.81 0.0469
2021-08-06 2021-06-30 13F MOODYS CORP COM COM 615369105 2,026 0 0.00 734 21.52 0.0469
2021-05-11 2021-03-31 13F MOODYS CORP COM COM 615369105 2,026 0 0.00 604 2.72 0.0420
2021-02-12 2020-12-31 13F MOODYS CORP COM COM 615369105 2,026 -22 -1.07 588 -0.84 0.0437
2020-11-13 2020-09-30 13F MOODYS CORP COM COM 615369105 2,048 52 2.61 593 8.21 0.0507
2020-08-11 2020-06-30 13F MOODYS CORP COM COM 615369105 1,996 55 2.83 548 33.66 0.0484
2020-05-05 2020-03-31 13F MOODYS CORP COM COM 615369105 1,941 0 0.00 410 -10.87 0.0437
2020-02-07 2019-12-31 13F MOODYS CORP COM COM 615369105 1,941 0 0.00 460 15.87 0.0410
2019-11-06 2019-09-30 13F MOODYS CORP COM COM 615369105 1,941 1,941 397 0.0404
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.