Atlas Capital Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $143K | Sell |
316
-132
| -29% | -$59.3K | 0.02% | 537 |
|
|
2026
Q1 | $195K | Buy |
448
+330
| +280% | +$156K | 0.02% | 418 |
|
|
2025
Q4 | $60.3K | Buy |
+118
| New | +$57.6K | 0.01% | 601 |
|
|
2025
Q2 | $59.2K | Hold |
118
| – | – | 0.01% | 603 |
|
|
2025
Q1 | $55K | Sell |
118
-10
| -8% | -$4.82K | 0.01% | 619 |
|
|
2024
Q4 | $60.6K | Hold |
128
| – | – | 0.01% | 577 |
|
|
2024
Q3 | $60.7K | Hold |
128
| – | – | 0.01% | 556 |
|
|
2024
Q2 | $53.9K | Sell |
128
-6
| -4% | -$2.39K | 0.01% | 584 |
|
|
2024
Q1 | $52.7K | Hold |
134
| – | – | 0.01% | 565 |
|
|
2023
Q4 | $52.3K | Hold |
134
| – | – | 0.01% | 585 |
|
|
2023
Q3 | $42.4K | Buy |
134
+6
| +5% | +$2.04K | 0.01% | 559 |
|
|
2023
Q2 | $44.5K | Sell |
128
-20
| -14% | -$6.34K | 0.01% | 584 |
|
|
2023
Q1 | $45.3K | Buy |
148
+62
| +72% | +$18.7K | 0.01% | 579 |
|
|
2022
Q4 | $24K | Sell |
86
-80
| -48% | -$21.9K | ﹤0.01% | 645 |
|
|
2022
Q3 | $40.4K | Hold |
166
| – | – | 0.01% | 563 |
|
|
2022
Q2 | $45.1K | Hold |
166
| – | – | 0.01% | 576 |
|
|
2022
Q1 | $56K | Hold |
166
| – | – | 0.01% | 526 |
|
|
2021
Q4 | $64.8K | Hold |
166
| – | – | 0.01% | 503 |
|
|
2021
Q3 | $58.9K | Hold |
166
| – | – | 0.01% | 502 |
|
|
2021
Q2 | $60.2K | Buy |
166
+10
| +6% | +$3.33K | 0.01% | 516 |
|
|
2021
Q1 | $46.6K | Sell |
156
-3,564
| -96% | -$1M | 0.01% | 501 |
|
|
2020
Q4 | $1.08M | Sell |
3,720
-421
| -10% | -$118K | 0.23% | 91 |
|
|
2020
Q3 | $1.2M | Sell |
4,141
-173
| -4% | -$49.4K | 0.28% | 82 |
|
|
2020
Q2 | $1.19M | Sell |
4,314
-768
| -15% | -$195K | 0.28% | 80 |
|
|
2020
Q1 | $1.07M | Sell |
5,082
-729
| -13% | -$177K | 0.32% | 80 |
|
|
2019
Q4 | $1.38M | Sell |
5,811
-152
| -3% | -$33.8K | 0.34% | 73 |
|
|
2019
Q3 | $1.22M | Buy |
5,963
+3,025
| +103% | +$634K | 0.37% | 78 |
|
|
2019
Q2 | $574K | Hold |
2,938
| – | – | 0.19% | 153 |
|
|
2019
Q1 | $532K | Sell |
2,938
-507
| -15% | -$83.3K | 0.19% | 142 |
|
|
2018
Q4 | $482K | Sell |
3,445
-1,426
| -29% | -$215K | 0.19% | 140 |
|
|
2018
Q3 | $810K | Hold |
4,871
| – | – | 0.27% | 101 |
|
|
2018
Q2 | $890K | Sell |
4,871
-894
| -16% | -$151K | 0.32% | 92 |
|
|
2018
Q1 | $930K | Buy |
+5,765
| New | +$933K | 0.29% | 108 |
|
Other funds holding MCO
Atlas Capital Advisors's MCO Position: Q2 2026 in Review
Atlas Capital Advisors reduced its Moody's (MCO) stake by 29% in Q2 2026, selling an estimated $59.3K and leaving 316 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #537.
Atlas Capital Advisors first reported a position in MCO in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.38M in Q4 2019. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Atlas Capital Advisors held 316 shares of Moody's worth $143K as of Q2 2026.
- Atlas Capital Advisors sold 132 Moody's shares in Q2 2026, an estimated $59.3K.
- Moody's made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #537 holding.
- Atlas Capital Advisors first reported a position in Moody's in Q1 2018 and has held it in 33 quarters since.
- Atlas Capital Advisors's Moody's position peaked at $1.38M in Q4 2019.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.