Atlanta Consulting Group Advisors’s Moody's MCO Stock Holding History

Atlanta Consulting Group Advisors’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	$290K	Sell	664 -26	-4%	-$12.3K	0.06%	125
2025 Q4	$352K	Buy	690 +117	+20%	+$57.1K	0.08%	114
2025 Q3	$273K	Hold	573	–	–	0.07%	116
2025 Q2	$287K	Sell	573 -105	-15%	-$48.6K	0.08%	105
2025 Q1	$316K	Hold	678	–	–	0.09%	94
2024 Q4	$321K	Sell	678 -3	-0.4%	-$1.43K	0.12%	94
2024 Q3	$323K	Buy	681 +3	+0.4%	+$1.39K	0.08%	167
2024 Q2	$285K	Hold	678	–	–	0.06%	90
2024 Q1	$266K	Buy	+678	New	+$261K	0.09%	107

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Atlanta Consulting Group Advisors's MCO Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its Moody's (MCO) stake by 3.8% in Q1 2026, selling an estimated $12.3K and leaving 664 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #125.

Atlanta Consulting Group Advisors first reported a position in MCO in Q1 2024 and has held it in 9 quarters since. The position peaked at $352K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Atlanta Consulting Group Advisors held 664 shares of Moody's worth $290K as of Q1 2026.
Atlanta Consulting Group Advisors sold 26 Moody's shares in Q1 2026, an estimated $12.3K.
Moody's made up 0.06% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #125 holding.
Atlanta Consulting Group Advisors first reported a position in Moody's in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's Moody's position peaked at $352K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.