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 Q2	–	Sell	-576	Closed	-$250K	–	124
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atala Financial's MCO Position: Q2 2026 in Review

Atala Financial sold out of Moody's (MCO) in Q2 2026, closing a stake of 576 shares — an estimated $250K sold.

Atala Financial first reported a position in MCO in Q4 2024 and held it in 6 quarters. The position peaked at $340K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Atala Financial reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Atala Financial sold 576 Moody's shares in Q2 2026, an estimated $250K.
Atala Financial first reported a position in Moody's in Q4 2024 and held it in 6 quarters.
Atala Financial's Moody's position peaked at $340K in Q2 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.