MOODY'S CORP · CUSIP 615369105 · CIK 1633343
As of 2026-06-30, Ninety One North America, Inc. reported 64.10K MCO (shares), valued at $29.03M, or 1.36% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares decreased 3.82%; reported value decreased 0.14%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.36% | 64,100 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 1.31% | 66,644 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.36% | 65,473 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 1.39% | 64,442 | SEC filing ↗Filed Nov 13, 2025Amended |
| Q2 2025 | 1.59% | 64,583 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 1.43% | 45,589 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 2.57% | 87,633 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 2.95% | 91,380 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 3.36% | 157,922 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 3.42% | 178,885 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 3.33% | 174,723 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.33% | 174,723 | $68.24M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 3.42% | 178,885 | $70.31M | Shares increased 2.38%; reported value increased 3.03%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 3.36% | 157,922 | $66.47M | Shares decreased 11.72%; reported value decreased 5.45%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 2.95% | 91,380 | $43.37M | Shares decreased 42.14%; reported value decreased 34.76%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.57% | 87,633 | $41.48M | Shares decreased 4.10%; reported value decreased 4.35%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.43% | 45,589 | $21.23M | Shares decreased 47.98%; reported value decreased 48.82%, and weight changed -1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 1.59% | 64,583 | $32.39M | Shares increased 41.66%; reported value increased 52.58%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 1.39% | 64,442 | $30.71M | Shares decreased 0.22%; reported value decreased 5.21%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.36% | 65,473 | $33.45M | Shares increased 1.60%; reported value increased 8.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 1.31% | 66,644 | $29.07M | Shares increased 1.79%; reported value decreased 13.08%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 1.36% | 64,100 | $29.03M | Shares decreased 3.82%; reported value decreased 0.14%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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