Atria Investments’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
Q1 | $3.88M | Buy |
8,895
+420
| +5% | +$199K | 0.04% | 446 |
|
|
2025
Q4 | $4.33M | Sell |
8,475
-3,487
| -29% | -$1.7M | 0.05% | 430 |
|
|
2025
Q3 | $5.7M | Buy |
11,962
+90
| +0.8% | +$45.4K | 0.07% | 346 |
|
|
2025
Q2 | $5.95M | Buy |
11,872
+30
| +0.3% | +$13.9K | 0.07% | 328 |
|
|
2025
Q1 | $5.51M | Buy |
11,842
+3,767
| +47% | +$1.82M | 0.07% | 339 |
|
|
2024
Q4 | $3.82M | Buy |
8,075
+289
| +4% | +$138K | 0.05% | 439 |
|
|
2024
Q3 | $3.69M | Sell |
7,786
-68
| -0.9% | -$31.5K | 0.05% | 448 |
|
|
2024
Q2 | $3.31M | Buy |
7,854
+147
| +2% | +$58.5K | 0.04% | 462 |
|
|
2024
Q1 | $3.03M | Buy |
7,707
+756
| +11% | +$292K | 0.04% | 510 |
|
|
2023
Q4 | $2.71M | Sell |
6,951
-1,376
| -17% | -$478K | 0.04% | 482 |
|
|
2023
Q3 | $2.63M | Buy |
8,327
+62
| +0.8% | +$21.1K | 0.05% | 469 |
|
|
2023
Q2 | $2.87M | Buy |
8,265
+1,795
| +28% | +$569K | 0.05% | 434 |
|
|
2023
Q1 | $1.98M | Buy |
6,470
+42
| +0.7% | +$12.7K | 0.04% | 540 |
|
|
2022
Q4 | $1.79M | Buy |
6,428
+1,271
| +25% | +$348K | 0.04% | 553 |
|
|
2022
Q3 | $1.25M | Sell |
5,157
-1,370
| -21% | -$398K | 0.03% | 638 |
|
|
2022
Q2 | $1.77M | Sell |
6,527
-1,330
| -17% | -$398K | 0.04% | 540 |
|
|
2022
Q1 | $2.65M | Buy |
7,857
+2,126
| +37% | +$715K | 0.05% | 467 |
|
|
2021
Q4 | $2.24M | Buy |
5,731
+609
| +12% | +$235K | 0.04% | 517 |
|
|
2021
Q3 | $1.82M | Sell |
5,122
-343
| -6% | -$129K | 0.03% | 564 |
|
|
2021
Q2 | $1.98M | Sell |
5,465
-255
| -4% | -$84.9K | 0.04% | 504 |
|
|
2021
Q1 | $1.71M | Buy |
5,720
+712
| +14% | +$201K | 0.04% | 514 |
|
|
2020
Q4 | $1.45M | Sell |
5,008
-991
| -17% | -$277K | 0.04% | 525 |
|
|
2020
Q3 | $1.74M | Buy |
5,999
+613
| +11% | +$175K | 0.05% | 380 |
|
|
2020
Q2 | $1.48M | Buy |
+5,386
| New | +$1.37M | 0.05% | 385 |
|
|
2020
Q1 | – | Sell |
-4,247
| Closed | -$1.01M | – | 933 |
|
|
2019
Q4 | $1.01M | Buy |
4,247
+236
| +6% | +$52.4K | 0.03% | 523 |
|
|
2019
Q3 | $822K | Sell |
4,011
-441
| -10% | -$92.4K | 0.03% | 476 |
|
|
2019
Q2 | $934K | Buy |
4,452
+186
| +4% | +$35.3K | 0.03% | 420 |
|
|
2019
Q1 | $773K | Sell |
4,266
-932
| -18% | -$153K | 0.03% | 421 |
|
|
2018
Q4 | $728K | Sell |
5,198
-2,275
| -30% | -$343K | 0.03% | 390 |
|
|
2018
Q3 | $1.25M | Buy |
7,473
+5,471
| +273% | +$962K | 0.05% | 343 |
|
|
2018
Q2 | $342K | Buy |
2,002
+688
| +52% | +$116K | 0.02% | 694 |
|
|
2018
Q1 | $212K | Buy |
+1,314
| New | +$213K | 0.01% | 797 |
|
|
2016
Q1 | – | Sell |
-4,493
| Closed | -$405K | – | 468 |
|
|
2015
Q4 | $405K | Sell |
4,493
-1,395
| -24% | -$140K | 0.04% | 261 |
|
|
2015
Q3 | $578K | Sell |
5,888
-2,755
| -32% | -$293K | 0.08% | 175 |
|
|
2015
Q2 | $933K | Sell |
8,643
-1,711
| -17% | -$184K | 0.11% | 139 |
|
|
2015
Q1 | $1.07M | Buy |
+10,354
| New | +$1M | 0.12% | 133 |
|
|
2014
Q4 | – | Sell |
-27,739
| Closed | -$2.62M | – | 447 |
|
|
2014
Q3 | $2.62M | Sell |
27,739
-2,087
| -7% | -$191K | 0.27% | 75 |
|
|
2014
Q2 | $2.62M | Buy |
+29,826
| New | +$2.46M | 0.26% | 71 |
|
Other funds holding MCO
VCM
VPM
PAM
Atria Investments's MCO Position: Q1 2026 in Review
Atria Investments increased its Moody's (MCO) stake by 5% in Q1 2026, buying an estimated $199K and bringing the position to 8,895 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #446.
Atria Investments first reported a position in MCO in Q2 2014 and has held it in 38 quarters since. The position peaked at $5.95M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Atria Investments held 8,895 shares of Moody's worth $3.88M as of Q1 2026.
- Atria Investments bought 420 Moody's shares in Q1 2026, an estimated $199K.
- Moody's made up 0.04% of Atria Investments's portfolio in Q1 2026, its #446 holding.
- Atria Investments first reported a position in Moody's in Q2 2014 and has held it in 38 quarters since.
- Atria Investments's Moody's position peaked at $5.95M in Q2 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.