穆迪公司
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionCarson Advisory Inc.
Latest Disclosed Ownership720 shares
Latest Disclosed Value $ 314,100
Carson Advisory Inc. ownership in MCO / Moody's Corporation

On May 7, 2026 - Carson Advisory Inc. filed a 13F-HR form disclosing ownership of 720 shares of Moody's Corporation (US:MCO) valued at $314,100 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 720 shares of Moody's Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $323,388 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F MOODYS COM 615369105 720 0 0.00 314 -14.44 0.1628
2026-02-12 2025-12-31 13F MOODYS COM 615369105 720 0 0.00 368 7.00 0.1912
2025-11-06 2025-09-30 13F MOODYS COM 615369105 720 0 0.00 343 -4.99 0.1851
2025-08-05 2025-06-30 13F MOODYS COM 615369105 720 0 0.00 361 7.76 0.2295
2025-05-02 2025-03-31 13F MOODYS COM 615369105 720 -21 -2.83 335 -4.29 0.2258
2025-02-13 2024-12-31 13F MOODYS COM 615369105 741 21 2.92 351 2.64 0.2439
2024-11-01 2024-09-30 13F MOODYS COM 615369105 720 0 0.00 342 12.54 0.2145
2024-08-07 2024-06-30 13F MOODYS COM 615369105 720 0 0.00 303 7.45 0.2126
2024-05-03 2024-03-31 13F MOODYS COM 615369105 720 0 0.00 283 0.36 0.1990
2024-02-06 2023-12-31 13F MOODYS COM 615369105 720 0 0.00 281 23.79 0.2187
2023-11-09 2023-09-30 13F MOODYS COM 615369105 720 0 0.00 228 -9.20 0.1995
2023-07-28 2023-06-30 13F/A-1 MOODYS COM 615369105 720 0 0.00 250 13.64 0.2115
2023-07-27 2023-06-30 13F MOODYS COM 615369105 720 0 250 0.2106
2023-05-05 2023-03-31 13F MOODYS COM 615369105 720 0 0.00 220 10.00 0.1958
2023-02-08 2022-12-31 13F MOODYS COM 615369105 720 720 201 0.1924
2022-11-07 2022-09-30 13F MOODYS COM 615369105 0 -840 -100.00 0 -100.00
2022-08-03 2022-06-30 13F MOODYS COM 615369105 840 100 13.51 228 -8.80 0.2546
2022-05-03 2022-03-31 13F MOODYS COM 615369105 740 0 0.00 250 -13.49 0.2487
2022-02-08 2021-12-31 13F MOODYS COM 615369105 740 740 289 0.2928
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.