Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Moody's Corp. (MCO)
← All MCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.54 $360.05–428.79 · VW $394.02i SEC
2024   Q1 179,101 0.54 Reduce 58.05% 0.73 $363.49–407.62 · VW $386.38i $70,392,066 SEC
2023   Q4 426,966 1.26 Reduce 35.81% 0.59 $298.86–396.91 · VW $346.53i $166,755,841 SEC
2023   Q3 665,187 1.66 Reduce 7.51% 0.14 $312.91–363.19 · VW $340.16i $210,312,174 SEC
2023   Q2 719,167 1.83 Add 0.99% 0.02 $290.98–351.06 · VW $319.48i $250,068,749 SEC
2023   Q1 712,097 1.69 Reduce 3.28% 0.05 $274.81–335.91 · VW $302.75i $214,298,471 SEC
2022   Q4 736,240 1.60 Add 0.24% <0.01 $230.16–312.86 · VW $274.91i $205,131,189 SEC
2022   Q3 734,490 1.56 Add 16.17% 0.22 $242.70–325.26 · VW $285.68i $178,562,000 SEC
2022   Q2 632,235 1.42 Add 23.20% 0.27 $251.01–346.22 · VW $298.51i $171,949,000 SEC
2022   Q1 513,165 1.29 Buy 1.29 $299.69–392.53 · VW $334.73i $173,147,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.01 $93.85–110.00 · VW $100.23i SEC
2016   Q3 4,440 0.01 Add 2.07% <0.01 $90.98–110.83 · VW $105.30i $481,000 SEC
2016   Q2 4,350 0.01 Reduce 3.55% <0.01 $87.30–101.70 · VW $95.60i $408,000 SEC
2016   Q1 4,510 0.01 Add 15.64% <0.01 $77.76–99.09 · VW $90.15i $435,000 SEC
2015   Q4 3,900 0.01 Buy 0.01 $94.20–104.83 · VW $99.71i $391,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.01 $102.44–111.06 · VW $107.41i SEC
2015   Q1 5,700 0.01 Buy 0.01 $85.50–104.58 · VW $96.03i $592,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.01 $88.25–102.24 · VW $97.22i SEC
2014   Q3 4,310 0.01 Reduce 22.34% <0.01 $86.50–96.14 · VW $91.78i $407,000 SEC
2014   Q2 5,550 0.01 Reduce 17.29% <0.01 $74.36–89.08 · VW $82.29i $487,000 SEC
2014   Q1 6,710 0.01 Reduce 2.04% <0.01 $72.57–85.70 · VW $78.41i $532,000 SEC
2013   Q4 6,850 0.01 Add 6.53% <0.01 $66.91–79.15 · VW $73.10i $538,000 SEC
2013   Q3 6,430 0.01 Reduce 24.33% <0.01 $59.69–71.74 · VW $66.30i $452,000 SEC
2013   Q2 8,497 0.01 Buy 0.01 $51.31–69.70 · VW $61.57i $518,000 SEC
2011   Q2 0 0.00 Sell 100.00% <0.01 $34.26–41.93 · VW $38.44i SEC
2011   Q1 12,750 <0.01 Add 10.58% <0.01 $26.49–34.74 · VW $30.85i $432,000 SEC
2010   Q4 11,530 <0.01 Add 7.86% <0.01 $24.82–28.93 · VW $26.97i $306,000 SEC
2010   Q3 10,690 <0.01 Reduce 7.12% <0.01 $19.46–26.13 · VW $22.96i $267,000 SEC
2010   Q2 11,510 <0.01 Buy <0.01 $18.50–30.31 · VW $22.87i $229,000 SEC
2009   Q4 0 0.00 Sell 100.00% <0.01 $19.44–27.81 · VW $23.84i SEC
2009   Q3 3,740 <0.01 Buy <0.01 $18.50–29.53 · VW $23.93i $77,000 SEC
2009   Q2 0 0.00 Sell 100.00% <0.01 $21.21–31.79 · VW $27.31i SEC
2009   Q1 4,050 <0.01 Buy <0.01 $15.57–26.38 · VW $20.96i $93,000 SEC
2008   Q3 0 0.00 Sell 100.00% <0.01 $29.45–43.07 · VW $35.87i SEC
2008   Q2 3,320 <0.01 Buy <0.01 $33.14–46.36 · VW $37.79i $114,000 SEC
Price snapshot:
Current price$495.72
52-week low$400.46
52-week high$544.40