Valley Forge Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $575M | Sell |
1,317,188
-104
| -0% | -$49.2K | 17.02% | 4 |
|
|
2025
Q4 | $673M | Buy |
1,317,292
+3,148
| +0.2% | +$1.54M | 15.25% | 4 |
|
|
2025
Q3 | $626M | Hold |
1,314,144
| – | – | 15.06% | 4 |
|
|
2025
Q2 | $659M | Hold |
1,314,144
| – | – | 14.56% | 4 |
|
|
2025
Q1 | $612M | Hold |
1,314,144
| – | – | 13.94% | 4 |
|
|
2024
Q4 | $622M | Buy |
1,314,144
+25,700
| +2% | +$12.3M | 13.7% | 4 |
|
|
2024
Q3 | $611M | Buy |
1,288,444
+70,034
| +6% | +$32.5M | 13.59% | 4 |
|
|
2024
Q2 | $513M | Hold |
1,218,410
| – | – | 13.26% | 4 |
|
|
2024
Q1 | $479M | Hold |
1,218,410
| – | – | 13.06% | 4 |
|
|
2023
Q4 | $476M | Hold |
1,218,410
| – | – | 13.53% | 4 |
|
|
2023
Q3 | $385M | Hold |
1,218,410
| – | – | 13.14% | 4 |
|
|
2023
Q2 | $424M | Hold |
1,218,410
| – | – | 14.36% | 4 |
|
|
2023
Q1 | $373M | Hold |
1,218,410
| – | – | 14.12% | 4 |
|
|
2022
Q4 | $339M | Buy |
1,218,410
+59,406
| +5% | +$16.2M | 13.78% | 4 |
|
|
2022
Q3 | $282M | Hold |
1,159,004
| – | – | 13.37% | 4 |
|
|
2022
Q2 | $315M | Buy |
1,159,004
+78,123
| +7% | +$23.4M | 14.1% | 4 |
|
|
2022
Q1 | $365M | Buy |
1,080,881
+53,147
| +5% | +$17.9M | 13.87% | 4 |
|
|
2021
Q4 | $401M | Sell |
1,027,734
-128,512
| -11% | -$49.6M | 15.18% | 3 |
|
|
2021
Q3 | $411M | Buy |
1,156,246
+1,000
| +0.1% | +$377K | 16.31% | 3 |
|
|
2021
Q2 | $419M | Hold |
1,155,246
| – | – | 16.26% | 3 |
|
|
2021
Q1 | $345M | Buy |
1,155,246
+561,717
| +95% | +$158M | 16.32% | 3 |
|
|
2020
Q4 | $172M | Buy |
593,529
+5,000
| +0.8% | +$1.4M | 16% | 4 |
|
|
2020
Q3 | $171M | Buy |
588,529
+19,000
| +3% | +$5.42M | 18.51% | 2 |
|
|
2020
Q2 | $156M | Buy |
569,529
+119,614
| +27% | +$30.4M | 19.02% | 2 |
|
|
2020
Q1 | $95.2M | Hold |
449,915
| – | – | 20.15% | 3 |
|
|
2019
Q4 | $107M | Buy |
449,915
+3,000
| +0.7% | +$667K | 20.76% | 3 |
|
|
2019
Q3 | $91.5M | Buy |
446,915
+26,000
| +6% | +$5.45M | 20.43% | 3 |
|
|
2019
Q2 | $82.2M | Hold |
420,915
| – | – | 19.49% | 3 |
|
|
2019
Q1 | $76.2M | Buy |
420,915
+36,000
| +9% | +$5.92M | 20.17% | 3 |
|
|
2018
Q4 | $53.9M | Buy |
384,915
+15,500
| +4% | +$2.34M | 20.39% | 3 |
|
|
2018
Q3 | $61.8M | Buy |
369,415
+18,000
| +5% | +$3.17M | 20.55% | 3 |
|
|
2018
Q2 | $59.9M | Hold |
351,415
| – | – | 23.3% | 3 |
|
|
2018
Q1 | $56.7M | Hold |
351,415
| – | – | 26.54% | 2 |
|
|
2017
Q4 | $51.9M | Hold |
351,415
| – | – | 27.39% | 1 |
|
|
2017
Q3 | $48.9M | Hold |
351,415
| – | – | 31.01% | 1 |
|
|
2017
Q2 | $42.8M | Hold |
351,415
| – | – | 30.41% | 1 |
|
|
2017
Q1 | $39.4M | Hold |
351,415
| – | – | 30.64% | 1 |
|
|
2016
Q4 | $33.1M | Buy |
+351,415
| New | +$35.5M | 30.22% | 1 |
|
Other funds holding MCO
VCM
VPM
PAM
Valley Forge Capital Management's MCO Position: Q1 2026 in Review
Valley Forge Capital Management reduced its Moody's (MCO) stake by 0.01% in Q1 2026, selling an estimated $49.2K and leaving 1,317,188 shares worth $575M. The position accounts for 17.02% of the portfolio, ranked #4.
Valley Forge Capital Management first reported a position in MCO in Q4 2016 and has held it in 38 quarters since. The position peaked at $673M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Valley Forge Capital Management held 1,317,188 shares of Moody's worth $575M as of Q1 2026.
- Valley Forge Capital Management sold 104 Moody's shares in Q1 2026, an estimated $49.2K.
- Moody's made up 17.02% of Valley Forge Capital Management's portfolio in Q1 2026, its #4 holding.
- Valley Forge Capital Management first reported a position in Moody's in Q4 2016 and has held it in 38 quarters since.
- Valley Forge Capital Management's Moody's position peaked at $673M in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Valley Forge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.