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Atomi Financial Group’s Moody's MCO Stock Holding History

Atomi Financial Group’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 		$1.02M Buy
2,330
+709
+44% +$335K 0.03% 436
2025
Q4 		$828K Buy
1,621
+312
+24% +$152K 0.02% 473
2025
Q3 		$624K Buy
1,309
+60
+5% +$30.2K 0.02% 557
2025
Q2 		$627K Buy
1,249
+31
+3% +$14.4K 0.02% 502
2025
Q1 		$567K Buy
1,218
+280
+30% +$135K 0.03% 481
2024
Q4 		$444K Buy
938
+330
+54% +$157K 0.02% 525
2024
Q3 		$289K Buy
608
+28
+5% +$13K 0.02% 683
2024
Q2 		$244K Buy
+580
New +$231K 0.02% 661

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Atomi Financial Group's MCO Position: Q1 2026 in Review

Atomi Financial Group increased its Moody's (MCO) stake by 44% in Q1 2026, buying an estimated $335K and bringing the position to 2,330 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #436.

Atomi Financial Group first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Atomi Financial Group held 2,330 shares of Moody's worth $1.02M as of Q1 2026.
  • Atomi Financial Group bought 709 Moody's shares in Q1 2026, an estimated $335K.
  • Moody's made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #436 holding.
  • Atomi Financial Group first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.