Atwood & Palmer’s Moody's MCO Stock Holding History

Atwood & Palmer’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	–	Sell	-200	Closed	-$87.3K	–	526
2026 Q1	$87.3K	Sell	200 -200	-50%	-$94.6K	﹤0.01%	205
2025 Q4	$204K	Hold	400	–	–	0.01%	148
2025 Q3	$191K	Hold	400	–	–	0.01%	156
2025 Q2	$201K	Hold	400	–	–	0.01%	154
2025 Q1	$186K	Sell	400 -400	-50%	-$193K	0.01%	155
2024 Q4	$379K	Hold	800	–	–	0.03%	120
2024 Q3	$380K	Hold	800	–	–	0.03%	121
2024 Q2	$337K	Hold	800	–	–	0.03%	122
2024 Q1	$314K	Hold	800	–	–	0.02%	126
2023 Q4	$312K	Hold	800	–	–	0.03%	129
2023 Q3	$253K	Hold	800	–	–	0.02%	127
2023 Q2	$278K	Hold	800	–	–	0.02%	128
2023 Q1	$245K	Hold	800	–	–	0.02%	128
2022 Q4	$223K	Hold	800	–	–	0.02%	140
2022 Q3	$194K	Hold	800	–	–	0.02%	140
2022 Q2	$218K	Sell	800 -200	-20%	-$59.8K	0.02%	136
2022 Q1	$337K	Sell	1,000 -500	-33%	-$168K	0.03%	120
2021 Q4	$586K	Hold	1,500	–	–	0.05%	105
2021 Q3	$533K	Hold	1,500	–	–	0.05%	102
2021 Q2	$544K	Sell	1,500 -500	-25%	-$166K	0.05%	103
2021 Q1	$597K	Sell	2,000 -800	-29%	-$225K	0.06%	98
2020 Q4	$813K	Hold	2,800	–	–	0.09%	81
2020 Q3	$812K	Hold	2,800	–	–	0.1%	73
2020 Q2	$769K	Hold	2,800	–	–	0.1%	73
2020 Q1	$592K	Hold	2,800	–	–	0.09%	79
2019 Q4	$665K	Hold	2,800	–	–	0.09%	76
2019 Q3	$574K	Hold	2,800	–	–	0.08%	82
2019 Q2	$547K	Hold	2,800	–	–	0.07%	87
2019 Q1	$507K	Hold	2,800	–	–	0.07%	82
2018 Q4	$392K	Buy	+2,800	New	+$422K	0.06%	87
2015 Q2	–	Sell	-103	Closed	-$11K	–	379
2015 Q1	$11K	Hold	103	–	–	﹤0.01%	266
2014 Q4	$10K	Hold	103	–	–	﹤0.01%	296
2014 Q3	$10K	Buy	+103	New	+$9.44K	﹤0.01%	304

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Atwood & Palmer's MCO Position: Q2 2026 in Review

Atwood & Palmer sold out of Moody's (MCO) in Q2 2026, closing a stake of 200 shares — an estimated $87.3K sold.

Atwood & Palmer first reported a position in MCO in Q3 2014 and held it in 33 quarters. The position peaked at $813K in Q4 2020. 268 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Atwood & Palmer reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 200 Moody's shares in Q2 2026, an estimated $87.3K.
Atwood & Palmer first reported a position in Moody's in Q3 2014 and held it in 33 quarters.
Atwood & Palmer's Moody's position peaked at $813K in Q4 2020.
268 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.