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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's MCO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 78 shares — an estimated $39.1K sold.

Atticus Wealth Management first reported a position in MCO in Q1 2020 and held it in 15 quarters. The position peaked at $137K in Q4 2022. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Atticus Wealth Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 78 Moody's shares in Q3 2025, an estimated $39.1K.
  • Atticus Wealth Management first reported a position in Moody's in Q1 2020 and held it in 15 quarters.
  • Atticus Wealth Management's Moody's position peaked at $137K in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.