John Osterweis - AltaRock Partners
Holding/activity history for Moody's Corp. (MCO)
← All MCO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 862,036 | 9.11 | Add 5.84% | 0.50 | $402.28–546.88 · VW $468.02i | $376,063,205 | SEC |
| 2025 Q4 | 814,503 | 8.16 | Reduce 14.15% | 1.17 | $466.19–522.35 · VW $489.06i | $416,088,858 | SEC |
| 2025 Q3 | 948,735 | 8.27 | Reduce 0.37% | 0.03 | $469.00–523.19 · VW $500.70i | $452,053,253 | SEC |
| 2025 Q2 | 952,254 | 8.72 | Add 0.14% | 0.01 | $378.71–502.21 · VW $459.28i | $477,641,084 | SEC |
| 2025 Q1 | 950,905 | 8.90 | $465.69 | $442,826,949 | SEC | ||
| 2024 Q4 | 950,905 | 9.11 | Reduce 10.85% | 1.08 | $450.44–503.95 · VW $475.70i | $450,129,900 | SEC |
| 2024 Q3 | 1,066,619 | 9.97 | Reduce 1.88% | 0.18 | $418.12–495.10 · VW $464.83i | $506,206,711 | SEC |
| 2024 Q2 | 1,087,080 | 9.42 | Add 35.86% | 2.49 | $360.05–428.79 · VW $394.02i | $457,584,584 | SEC |
| 2024 Q1 | 800,135 | 6.76 | Reduce 1.30% | 0.09 | $363.49–407.62 · VW $386.38i | $314,477,059 | SEC |
| 2023 Q4 | 810,635 | 7.06 | Add 135.35% | 4.06 | $298.86–396.91 · VW $346.53i | $316,601,606 | SEC |
| 2023 Q3 | 344,434 | 2.73 | Add 31.70% | 0.66 | $312.91–363.19 · VW $340.16i | $108,899,698 | SEC |
| 2023 Q2 | 261,534 | 2.18 | $347.72 | $90,940,602 | SEC | ||
| 2023 Q1 | 261,534 | 2.19 | $306.02 | $80,034,635 | SEC | ||
| 2022 Q4 | 261,534 | 2.29 | Add 3.53% | 0.08 | $230.16–312.86 · VW $274.91i | $72,868,603 | SEC |
| 2022 Q3 | 252,608 | 2.01 | Add 104.86% | 1.03 | $242.70–325.26 · VW $285.68i | $61,412,000 | SEC |
| 2022 Q2 | 123,310 | 1.03 | $271.97 | $33,537,000 | SEC | ||
| 2022 Q1 | 123,310 | 1.06 | $337.41 | $41,606,000 | SEC | ||
| 2021 Q4 | 123,310 | 1.27 | $390.58 | $48,162,000 | SEC | ||
| 2021 Q3 | 123,310 | 1.18 | Reduce 46.07% | 1.06 | $353.03–388.81 · VW $372.98i | $43,789,000 | SEC |
| 2021 Q2 | 228,668 | 2.29 | $362.37 | $82,862,000 | SEC | ||
| 2021 Q1 | 228,668 | 2.60 | $298.61 | $68,283,000 | SEC | ||
| 2020 Q4 | 228,668 | 2.78 | Reduce 65.61% | 5.96 | $253.17–304.64 · VW $280.09i | $66,369,000 | SEC |
| 2020 Q3 | 664,855 | 9.09 | Reduce 9.60% | 1.00 | $268.19–305.96 · VW $286.68i | $192,708,000 | SEC |
| 2020 Q2 | 735,494 | 10.36 | Reduce 50.50% | 10.07 | $192.00–283.64 · VW $252.00i | $202,062,000 | SEC |
| 2020 Q1 | 1,485,724 | 19.95 | Add 41.46% | 5.85 | $164.19–287.25 · VW $232.09i | $314,231,000 | SEC |
| 2019 Q4 | 1,050,261 | 15.42 | $237.41 | $249,342,000 | SEC | ||
| 2019 Q3 | 1,050,261 | 18.64 | Reduce 7.08% | 1.35 | $195.43–222.85 · VW $210.52i | $215,125,000 | SEC |
| 2019 Q2 | 1,130,261 | 19.05 | $195.31 | $220,751,000 | SEC | ||
| 2019 Q1 | 1,130,261 | 19.45 | $181.09 | $204,679,000 | SEC | ||
| 2018 Q4 | 1,130,261 | 18.84 | Add 16.89% | 2.72 | $129.26–169.92 · VW $150.15i | $158,282,000 | SEC |
| 2018 Q3 | 966,907 | 14.85 | $167.20 | $161,667,000 | SEC | ||
| 2018 Q2 | 966,907 | 17.05 | $170.56 | $164,916,000 | SEC | ||
| 2018 Q1 | 966,907 | 17.85 | $161.30 | $155,962,000 | SEC | ||
| 2017 Q4 | 966,907 | 18.75 | Reduce 10.67% | 2.35 | $139.33–153.86 · VW $146.83i | $142,725,000 | SEC |
| 2017 Q3 | 1,082,436 | 22.03 | $139.21 | $150,686,000 | SEC | ||
| 2017 Q2 | 1,082,436 | 18.55 | $121.68 | $131,711,000 | SEC | ||
| 2017 Q1 | 1,082,436 | 17.99 | Add 0.38% | 0.07 | $93.51–114.03 · VW $106.47i | $121,276,000 | SEC |
| 2016 Q4 | 1,078,336 | 14.90 | Add 11.74% | 1.57 | $93.85–110.00 · VW $100.23i | $101,655,000 | SEC |
| 2016 Q3 | 965,000 | 16.64 | Reduce 2.72% | 0.46 | $90.98–110.83 · VW $105.30i | $104,490,000 | SEC |
| 2016 Q2 | 992,019 | 16.89 | Reduce 4.60% | 0.85 | $87.30–101.70 · VW $95.60i | $92,962,000 | SEC |
| 2016 Q1 | 1,039,799 | 18.51 | Add 23.44% | 3.51 | $77.76–99.09 · VW $90.15i | $100,403,000 | SEC |
| 2015 Q4 | 842,370 | 17.18 | Add 14.68% | 2.20 | $94.20–104.83 · VW $99.71i | $84,523,000 | SEC |
| 2015 Q3 | 734,510 | 17.19 | Add 57.31% | 6.26 | $96.00–113.87 · VW $104.26i | $72,129,000 | SEC |
| 2015 Q2 | 466,915 | 16.08 | Add 8.03% | 1.20 | $102.44–111.06 · VW $107.41i | $50,408,000 | SEC |
| 2015 Q1 | 432,216 | 22.42 | Add 98.80% | 11.14 | $85.50–104.58 · VW $96.03i | $44,864,000 | SEC |
| 2014 Q4 | 217,416 | 17.23 | $95.81 | $20,831,000 | SEC |
Price snapshot:
Current price$495.72
Avg. buy price$351.42
+/- since buy41.06%
52-week low$400.46
52-week high$544.40