Atticus Wealth Management’s Moody's MCO Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-78	Closed	-$39.1K	–	448
2025 Q2	$39.1K	Buy	78 +3	+4%	+$1.39K	0.01%	338
2025 Q1	$34.9K	Hold	75	–	–	0.01%	264
2024 Q4	$35.5K	Sell	75 -40	-35%	-$19.1K	0.01%	278
2024 Q3	$54.6K	Hold	115	–	–	0.02%	236
2024 Q2	$48.4K	Sell	115 -30	-21%	-$11.9K	0.02%	239
2024 Q1	$57K	Sell	145 -120	-45%	-$46.3K	0.02%	231
2023 Q4	$103K	Hold	265	–	–	0.04%	164
2023 Q3	$83.8K	Hold	265	–	–	0.03%	189
2023 Q2	$92.1K	Sell	265 -50	-16%	-$15.9K	0.03%	184
2023 Q1	$96.4K	Sell	315 -175	-36%	-$52.9K	0.04%	174
2022 Q4	$137K	Buy	490 +233	+91%	+$63.7K	0.06%	154
2022 Q3	$70K	Hold	257	–	–	0.03%	201
2022 Q2	$70K	Buy	257 +250	+3,571%	+$74.8K	0.03%	221
2022 Q1	$2K	Buy	+7	New	+$2.35K	﹤0.01%	529
2020 Q2	–	Sell	-10	Closed	-$2K	–	309
2020 Q1	$2K	Buy	+10	New	+$2.43K	﹤0.01%	277

Other funds holding MCO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return