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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
Q2 		$1.11M Buy
2,443
+113
+5% +$50.7K 0.03% 443
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atomi Financial Group's MCO Position: Q2 2026 in Review

Atomi Financial Group increased its Moody's (MCO) stake by 4.8% in Q2 2026, buying an estimated $50.7K and bringing the position to 2,443 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #443.

Atomi Financial Group first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Atomi Financial Group held 2,443 shares of Moody's worth $1.11M as of Q2 2026.
  • Atomi Financial Group bought 113 Moody's shares in Q2 2026, an estimated $50.7K.
  • Moody's made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #443 holding.
  • Atomi Financial Group first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.