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Atala Financial’s Moody's MCO Stock Holding History

Atala Financial’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Hold
576
– – 0.17% 105
2025
Q4 		$294K Sell
576
-101
-15% -$49.3K 0.19% 102
2025
Q3 		$323K Hold
677
– – 0.2% 95
2025
Q2 		$340K Hold
677
– – 0.23% 87
2025
Q1 		$315K Buy
677
+8
+1% +$3.85K 0.23% 90
2024
Q4 		$317K Buy
+669
New +$319K 0.22% 92

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Atala Financial's MCO Position: Q1 2026 in Review

Atala Financial held its Moody's (MCO) position steady in Q1 2026 at 576 shares worth $250K. The position accounts for 0.17% of the portfolio, ranked #105.

Atala Financial first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $340K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Atala Financial held 576 shares of Moody's worth $250K as of Q1 2026.
  • Atala Financial left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.17% of Atala Financial's portfolio in Q1 2026, its #105 holding.
  • Atala Financial first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Atala Financial's Moody's position peaked at $340K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.