Akre Capital Management — MCO Trade History
Quarter-by-quarter changes in the MOODYS CORP position · CUSIP 615369105
Currently held · >10 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 1,156,893 | -89,221 | -7.2% | $524.0M | 10.23% |
| 2026 Q1 | 2026-05-14 | Reduce | 1,246,114 | -489,117 | -28.2% | $543.6M | 8.86% |
| 2025 Q4 | 2026-02-13 | Reduce | 1,735,231 | -383,718 | -18.1% | $886.4M | 9.72% |
| 2025 Q3 | 2025-11-13 | Reduce | 2,118,949 | -186,475 | -8.1% | $1.01B | 10.07% |
| 2025 Q2 | 2025-08-14 | Reduce | 2,305,424 | -130,034 | -5.3% | $1.16B | 11.32% |
| 2025 Q1 | 2025-05-13 | Reduce | 2,435,458 | -643,469 | -20.9% | $1.13B | 10.90% |
| 2024 Q4 | 2025-02-13 | Reduce | 3,078,927 | -283,953 | -8.4% | $1.46B | 12.61% |
| 2024 Q3 | 2024-11-13 | Reduce | 3,362,880 | -858,224 | -20.3% | $1.60B | 13.28% |
| 2024 Q2 | 2024-08-13 | Reduce | 4,221,104 | -231,863 | -5.2% | $1.78B | 15.63% |
| 2024 Q1 | 2024-05-23 | Reduce | 4,452,967 | -323,973 | -6.8% | $1.75B | 14.48% |
| 2023 Q4 | 2024-02-09 | Reduce | 4,776,940 | -317,706 | -6.2% | $1.87B | 15.70% |
| 2023 Q3 | 2023-11-13 | Reduce | 5,094,646 | -186,577 | -3.5% | $1.61B | 13.99% |
| 2023 Q2 | 2023-08-11 | Reduce | 5,281,223 | -422,562 | -7.4% | $1.84B | 15.30% |
| 2023 Q1 | 2023-05-12 | Hold | 5,703,785 | — | 0.0% | $1.75B | 15.36% |
| 2022 Q4 | 2023-02-13 | Hold | 5,703,785 | — | 0.0% | $1.59B | 14.36% |
| 2022 Q3 | 2022-11-14 | Add | 5,703,785 | 280 | +0.0% | $1.39B | 12.23% |
| 2022 Q2 | 2022-08-11 | Add | 5,703,505 | 43,793 | +0.8% | $1.55B | 12.42% |
| 2022 Q1 | 2022-05-13 | Add | 5,659,712 | 38,615 | +0.7% | $1.91B | 13.02% |
| 2021 Q4 | 2022-02-11 | Add | 5,621,097 | 1,061 | +0.0% | $2.20B | 12.25% |
| 2021 Q3 | 2021-11-12 | Reduce | 5,620,036 | -5,219 | -0.1% | $2.00B | 12.29% |
| 2021 Q2 | 2021-08-13 | Reduce | 5,625,255 | -590 | -0.0% | $2.04B | 12.55% |
| 2021 Q1 | 2021-07-09 | Reduce | 5,625,845 | -6,860 | -0.1% | $1.68B | 11.44% |
| 2020 Q4 | 2021-02-10 | Reduce | 5,632,705 | -1,644 | -0.0% | $1.63B | 11.05% |
| 2020 Q3 | 2020-11-13 | Reduce | 5,634,349 | -1,995 | -0.0% | $1.63B | 11.51% |
| 2020 Q2 | 2020-08-11 | Reduce | 5,636,344 | -1,997 | -0.0% | $1.55B | 11.66% |
| 2020 Q1 | 2020-05-11 | Reduce | 5,638,341 | -43,302 | -0.8% | $1.19B | 11.59% |
| 2019 Q4 | 2020-02-14 | Reduce | 5,681,643 | -160 | -0.0% | $1.35B | 12.37% |
| 2019 Q3 | 2019-11-13 | Reduce | 5,681,803 | -353 | -0.0% | $1.16B | 11.47% |
| 2019 Q2 | 2019-08-13 | Reduce | 5,682,156 | -215 | -0.0% | $1.11B | 11.25% |
| 2019 Q1 | 2019-05-13 | Add | 5,682,371 | 600 | +0.0% | $1.03B | 10.86% |
| 2018 Q4 | 2019-02-14 | Add | 5,681,771 | 150 | +0.0% | $795.7M | 10.07% |
| 2018 Q3 | 2018-11-15 | Reduce | 5,681,621 | -1,192 | -0.0% | $950.0M | 11.09% |
| 2018 Q2 | 2018-08-14 | Reduce | 5,682,813 | -1,993 | -0.0% | $969.3M | 12.24% |
| 2018 Q1 | 2018-05-15 | Reduce | 5,684,806 | -2,161 | -0.0% | $917.0M | 12.03% |
| 2017 Q4 | 2018-02-14 | Add | 5,686,967 | 2,681 | +0.0% | $839.5M | 11.62% |
| 2017 Q3 | 2017-11-14 | Add | 5,684,286 | 2,170,950 | +61.8% | $791.3M | 11.56% |
| 2015 Q1 | 2017-08-29 | Reduce | 3,513,336 | -521,631 | -12.9% | $364.7M | 9.25% |
| 2016 Q2 | 2017-08-18 | Reduce | 4,034,967 | -1,664,709 | -29.2% | $378.1M | 7.62% |
| 2017 Q2 | 2017-08-14 | Add | 5,699,676 | 19,845 | +0.3% | $693.5M | 11.27% |
| 2017 Q1 | 2017-05-15 | New | 5,679,831 | 5,679,831 | — | $636.4M | 10.46% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.