Crown Oak Advisors, LLC MCO Holdings History
Crown Oak Advisors, LLC's Moodys Corp Holding Summary
As of 2025-06-30, Crown Oak Advisors, LLC held 16,673.00 shares of Moodys Corp(MCO), totaling $8.36 Mil. This investment constitutes 3.95% of their stock portfolio, and Crown Oak Advisors, LLC now holds 0.01% of the outstanding Moodys Corp(MCO) stock.
The initial trade took place in 2023Q4. And since then Crown Oak Advisors, LLC has made 5 purchases of MCO, at an average price of $366.91, for a total of 17,509.00 shares. In addition, there have been 1 sales at an average price of $463.45 for 836.00 shares. Based on historical transaction data and MCO's current price of $509.35, Crown Oak Advisors, LLC's estimated gain on his MCO holdings is $2.46 Mil, reflecting a 38.22% gain to date.
Crown Oak Advisors, LLC MCO ($509.35) Holding Chart
Crown Oak Advisors, LLC MCO ($509.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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