Current position

Chuck Akre’s Moodys Corp (MCO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2012Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares9.32MHighest verified quarter-end share count
Quarters reported52Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Moodys Corp in Q3 2012. The reported position was increased and reduced across later filings. Akre Capital Management currently reports 1.16M shares. The latest verified filing showed: Sold 7.2% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 7.2% of the position−89.22K shares · 1.16M shares remained
Filing context

Quarter-end price $452.92 · Estimated holding basis $376.12

Q1 2026
Sold 28.2% of the position−489.12K shares · 1.25M shares remained
Filing context

Quarter-end price $436.25 · Estimated holding basis $376.12

Q4 2025
Sold 18.1% of the position−383.72K shares · 1.74M shares remained
Filing context

Quarter-end price $510.85 · Estimated holding basis $376.12

Q3 2025
Sold 8.1% of the position−186.48K shares · 2.12M shares remained
Filing context

Quarter-end price $476.48 · Estimated holding basis $376.12

Q2 2025
Sold 5.3% of the position−130.03K shares · 2.31M shares remained
Filing context

Quarter-end price $501.59 · Estimated holding basis $376.12

Q1 2025
Sold 20.9% of the position−643.47K shares · 2.44M shares remained
Filing context

Quarter-end price $465.69 · Estimated holding basis $376.12

3 unchanged quarters are collapsed by default.

Portfolio importance

How important is Moodys Corp in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight10.3%Q2 2026
Current rank#2of 19 reported positions
Peak portfolio weight15.7%Q4 2023
Best historical rank#1Q4 2021
At peak importanceQ4 2023
MCO
15.7%
Largest holding
18.2%
Cross-investor discovery

Who else owns Moodys Corp?

Also reported by 6 other tracked investors in their latest verified filings.

Dev KantesariaValley Forge Capital Management
MCO19.1% of reported portfolio
Chris HohnTCI Fund Management Ltd
MCO12.3% of reported portfolio
Guy SpierAquamarine Capital
MCO8.5% of reported portfolio
Explore Moodys Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$468.592026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$452.92Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$376.12Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.