Atom Investors’s Moody's MCO Stock Holding History

Atom Investors’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	$2.08M	Buy	4,771 +1,477	+45%	+$699K	0.15%	238
2025 Q4	$1.68M	Buy	3,294 +157	+5%	+$76.6K	0.13%	230
2025 Q3	$1.49M	Sell	3,137 -3,179	-50%	-$1.6M	0.11%	198
2025 Q2	$3.17M	Sell	6,316 -1,203	-16%	-$557K	0.28%	98
2025 Q1	$3.5M	Sell	7,519 -1,738	-19%	-$837K	0.43%	64
2024 Q4	$4.38M	Buy	9,257 +4,713	+104%	+$2.25M	0.54%	39
2024 Q3	$2.16M	Sell	4,544 -5,633	-55%	-$2.61M	0.23%	147
2024 Q2	$4.28M	Buy	10,177 +5,550	+120%	+$2.21M	0.43%	74
2024 Q1	$1.82M	Buy	+4,627	New	+$1.78M	0.23%	152
2020 Q4	–	Sell	-848	Closed	-$246K	–	491
2020 Q3	$246K	Sell	848 -1,084	-56%	-$309K	0.02%	316
2020 Q2	$531K	Buy	1,932 +761	+65%	+$193K	0.03%	263
2020 Q1	$248K	Buy	+1,171	New	+$285K	0.02%	248

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

Atom Investors's MCO Position: Q1 2026 in Review

Atom Investors increased its Moody's (MCO) stake by 45% in Q1 2026, buying an estimated $699K and bringing the position to 4,771 shares worth $2.08M. The position accounts for 0.15% of the portfolio, ranked #238.

Atom Investors first reported a position in MCO in Q1 2020 and has held it in 12 quarters since. The position peaked at $4.38M in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Atom Investors held 4,771 shares of Moody's worth $2.08M as of Q1 2026.
Atom Investors bought 1,477 Moody's shares in Q1 2026, an estimated $699K.
Moody's made up 0.15% of Atom Investors's portfolio in Q1 2026, its #238 holding.
Atom Investors first reported a position in Moody's in Q1 2020 and has held it in 12 quarters since.
Atom Investors's Moody's position peaked at $4.38M in Q4 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.