Historical position

George Soros’s Moodys Corp (MCO) position

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

Soros Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ3 2005Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares735.40KHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Soros Fund Management first reported Moodys Corp in Q3 2005. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2011. The current relationship status cannot be determined reliably from supported data.

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.

Q3 2011
Sold the entire position−55.41K shares · No shares reported at quarter-end
Q2 2011
Sold 92.5% of the position−680.00K shares · 55.41K shares remained
Filing context

Quarter-end price $38.35 · Estimated holding basis $33.81

Q1 2011
Bought 8,654.8% more+727.00K shares · 735.40K shares reported after the change
Filing context

Quarter-end price $33.91 · Estimated holding basis $33.81

Q4 2010
New position+8.40K shares · 8.40K shares reported
Filing context

Quarter-end price $26.55 · Estimated holding basis $25.11

Q4 2009
Sold the entire position−2.30K shares · No shares reported at quarter-end
Q3 2009
New position+2.30K shares · 2.30K shares reported
Filing context

Quarter-end price $20.43 · Estimated holding basis $20.43

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Moodys Corp in Soros Fund Management’s reported portfolio?

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

Last reported portfolio weight0.0%Q2 2011
Last reported rank#194of 549 reported positions
Peak portfolio weight0.3%Q1 2011
Best historical rank#66Q1 2011
At peak importanceQ1 2011
MCO
0.3%
Largest holding
5.0%
Cross-investor discovery

Who else owns Moodys Corp?

Also reported by 7 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
Chuck AkreAkre Capital Management
MCO10.3% 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 verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Soros Fund Management LLC’s Form 13F disclosures—not George Soros’s personal brokerage account. George Soros founded the firm; its current CEO and chief investment officer is Dawn Fitzpatrick. Form 13F does not reveal exact trade dates, execution prices or the purpose of an option position.