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Athena Wealth Management’s Moody's MCO Stock Holding History

Athena Wealth Management’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
-505
Closed -$220K – 118
2026
Q1 		$220K Buy
+505
New +$239K 0.18% 101

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Athena Wealth Management's MCO Position: Q2 2026 in Review

Athena Wealth Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 505 shares — an estimated $220K sold.

Athena Wealth Management first reported a position in MCO in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 285 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Athena Wealth Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 505 Moody's shares in Q2 2026, an estimated $220K.
  • Athena Wealth Management first reported a position in Moody's in Q1 2026 and held it in 1 quarter.
  • Athena Wealth Management's Moody's position peaked at $220K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.