Patton Albertson Miller Group’s Moody's MCO Stock Holding History

Patton Albertson Miller 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	$518K	Hold	1,143	–	–	0.05%	152
2026 Q1	$499K	Sell	1,143 -232	-17%	-$110K	0.06%	155
2025 Q4	$702K	Hold	1,375	–	–	0.08%	137
2025 Q3	$655K	Sell	1,375 -108	-7%	-$54.4K	0.08%	136
2025 Q2	$744K	Hold	1,483	–	–	0.1%	129
2025 Q1	$691K	Sell	1,483 -190	-11%	-$91.6K	0.1%	134
2024 Q4	$792K	Hold	1,673	–	–	0.11%	128
2024 Q3	$794K	Buy	1,673 +497	+42%	+$230K	0.11%	123
2024 Q2	$495K	Buy	1,176 +68	+6%	+$27.1K	0.07%	143
2024 Q1	$435K	Hold	1,108	–	–	0.07%	151
2023 Q4	$433K	Hold	1,108	–	–	0.07%	150
2023 Q3	$350K	Hold	1,108	–	–	0.07%	159
2023 Q2	$385K	Hold	1,108	–	–	0.07%	153
2023 Q1	$339K	Hold	1,108	–	–	0.06%	168
2022 Q4	$309K	Hold	1,108	–	–	0.06%	173
2022 Q3	$269K	Hold	1,108	–	–	0.06%	183
2022 Q2	$301K	Hold	1,108	–	–	0.06%	182
2022 Q1	$374K	Hold	1,108	–	–	0.06%	179
2021 Q4	$433K	Hold	1,108	–	–	0.07%	186
2021 Q3	$393K	Buy	+1,108	New	+$418K	0.08%	189

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Patton Albertson Miller Group's MCO Position: Q2 2026 in Review

Patton Albertson Miller Group held its Moody's (MCO) position steady in Q2 2026 at 1,143 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #152.

Patton Albertson Miller Group first reported a position in MCO in Q3 2021 and has held it in 20 quarters since. The position peaked at $794K in Q3 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Patton Albertson Miller Group held 1,143 shares of Moody's worth $518K as of Q2 2026.
Patton Albertson Miller Group left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.05% of Patton Albertson Miller Group's portfolio in Q2 2026, its #152 holding.
Patton Albertson Miller Group first reported a position in Moody's in Q3 2021 and has held it in 20 quarters since.
Patton Albertson Miller Group's Moody's position peaked at $794K in Q3 2024.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.