Valley Forge Capital (Dev Kantesaria) — MCO Trade History
Quarter-by-quarter changes in the MOODYS CORP position · CUSIP 615369105
Currently held · 9.8 YearsFirst seen: 2016 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Hold | 1,317,188 | — | 0.0% | $596.6M | 19.14% |
| 2026 Q1 | 2026-05-15 | Reduce | 1,317,188 | -104 | -0.0% | $574.6M | 17.02% |
| 2025 Q4 | 2026-02-17 | Add | 1,317,292 | 3,148 | +0.2% | $672.9M | 15.26% |
| 2025 Q3 | 2025-11-14 | Hold | 1,314,144 | — | 0.0% | $626.2M | 15.06% |
| 2025 Q2 | 2025-08-14 | Hold | 1,314,144 | — | 0.0% | $659.2M | 14.56% |
| 2025 Q1 | 2025-05-15 | Hold | 1,314,144 | — | 0.0% | $612.0M | 13.94% |
| 2024 Q4 | 2025-02-14 | Add | 1,314,144 | 25,700 | +2.0% | $622.1M | 13.70% |
| 2024 Q3 | 2024-11-14 | Add | 1,288,444 | 70,034 | +5.7% | $611.5M | 13.59% |
| 2024 Q2 | 2024-08-14 | Hold | 1,218,410 | — | 0.0% | $512.9M | 13.26% |
| 2024 Q1 | 2024-05-15 | Hold | 1,218,410 | — | 0.0% | $478.9M | 13.06% |
| 2023 Q4 | 2024-02-14 | Hold | 1,218,410 | — | 0.0% | $475.9M | 13.53% |
| 2023 Q3 | 2023-11-14 | Hold | 1,218,410 | — | 0.0% | $385.2M | 13.14% |
| 2023 Q2 | 2023-08-14 | Hold | 1,218,410 | — | 0.0% | $423.7M | 14.36% |
| 2023 Q1 | 2023-05-15 | Hold | 1,218,410 | — | 0.0% | $372.9M | 14.12% |
| 2022 Q4 | 2023-02-14 | Add | 1,218,410 | 59,406 | +5.1% | $339.5M | 13.78% |
| 2022 Q3 | 2022-11-14 | Hold | 1,159,004 | — | 0.0% | $281.8M | 13.37% |
| 2022 Q2 | 2022-08-15 | Add | 1,159,004 | 78,123 | +7.2% | $315.2M | 14.10% |
| 2022 Q1 | 2022-05-16 | Add | 1,080,881 | 53,147 | +5.2% | $364.7M | 13.87% |
| 2021 Q4 | 2022-02-14 | Reduce | 1,027,734 | -128,512 | -11.1% | $401.4M | 15.18% |
| 2021 Q3 | 2021-11-15 | Add | 1,156,246 | 1,000 | +0.1% | $410.6M | 16.31% |
| 2021 Q2 | 2021-08-16 | Hold | 1,155,246 | — | 0.0% | $418.6M | 16.27% |
| 2021 Q1 | 2021-05-17 | Add | 1,155,246 | 561,717 | +94.6% | $345.0M | 16.32% |
| 2020 Q4 | 2021-02-16 | Add | 593,529 | 5,000 | +0.8% | $172.3M | 16.00% |
| 2020 Q3 | 2020-11-16 | Add | 588,529 | 19,000 | +3.3% | $170.6M | 18.51% |
| 2020 Q2 | 2020-08-14 | Add | 569,529 | 119,614 | +26.6% | $156.5M | 19.02% |
| 2020 Q1 | 2020-05-15 | Hold | 449,915 | — | 0.0% | $95.2M | 20.15% |
| 2019 Q4 | 2020-02-14 | Add | 449,915 | 3,000 | +0.7% | $106.8M | 20.76% |
| 2019 Q3 | 2019-11-14 | Add | 446,915 | 26,000 | +6.2% | $91.5M | 20.43% |
| 2019 Q2 | 2019-08-14 | Hold | 420,915 | — | 0.0% | $82.2M | 19.49% |
| 2019 Q1 | 2019-05-15 | Add | 420,915 | 36,000 | +9.4% | $76.2M | 20.17% |
| 2018 Q4 | 2019-02-14 | Add | 384,915 | 15,500 | +4.2% | $53.9M | 20.39% |
| 2018 Q3 | 2018-11-14 | Add | 369,415 | 18,000 | +5.1% | $61.8M | 20.55% |
| 2018 Q2 | 2018-08-14 | Hold | 351,415 | — | 0.0% | $59.9M | 23.30% |
| 2018 Q1 | 2018-05-15 | Hold | 351,415 | — | 0.0% | $56.7M | 26.54% |
| 2017 Q4 | 2018-02-14 | Hold | 351,415 | — | 0.0% | $51.9M | 27.39% |
| 2017 Q3 | 2017-11-14 | Hold | 351,415 | — | 0.0% | $48.9M | 31.01% |
| 2017 Q2 | 2017-08-14 | Hold | 351,415 | — | 0.0% | $42.8M | 30.41% |
| 2017 Q1 | 2017-05-15 | Hold | 351,415 | — | 0.0% | $39.4M | 30.64% |
| 2016 Q4 | 2017-02-13 | New | 351,415 | 351,415 | — | $33.1M | 30.23% |
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.