Current Value of Holding

$5.55M

Shares

12.4k

% of Portfolio

0.07%

Average Buy Price

$361

Avg closing price
Price range

5 Donald Yacktman Moody`s Trades

Donald Yacktman acquired 12.4k Moody`s shares worth $5.55M. That's 0.07% of their equity portfolio (56th largest holding). Donald Yacktman started to build up the position in Moody`s in Q2 2022 and continued to invest until Q2 2025. Since then they sold 20 shares. The stake costed the investor $4.48M, netting the investor a gain of 24% so far.

Avg closing price
Price range
Sold 0.2% shares (-20 shares) Q1 2026
Avg closing price $485.92
Price range $412.23 - $539.61
Increased shares by 62.0% (+4.76k shares) Q2 2025
Avg closing price $462.91
Price range $396.70 - $501.59
Increased shares by 22.3% (+1.4k shares) Q1 2023
Avg closing price $302.14
Price range $276.47 - $329.49
Increased shares by 46.8% (+2k shares) Q3 2022
Avg closing price $290.51
Price range $243.11 - $322.97
New holding (+4.27k shares) Q2 2022
Avg closing price $299.44
Price range $253.64 - $343.38

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