Atala Financial Inc MCO — MOODY'S CORP

Ownership history in Atala Financial Inc  ·  6 quarters on record

AI Ownership Summary

Atala Financial Inc reported MOODY'S CORP (MCO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q2. The latest visible filing shows MCO at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atala Financial Inc's position in MOODY'S CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCO was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCO stock page Atala Financial Inc fund profile Atala Financial Inc full holdings
How Atala Financial Inc held MCO — position size vs. price
% of Fund (quarterly)    MCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 576 — 0% 0.17% $250K 2026-04-10 $425.49
2025 Q4 REDUCED 14.9% -14.4% ✅ 576 -101 -14.9% 0.19% $294K 2026-01-23 $520.56
2025 Q3 UNCHANGED — — — 677 — 0% 0.20% $323K 2025-11-04 $483.27
2025 Q2 UNCHANGED — — — 677 — 0% 0.23% $340K 2025-08-07 $508.72
2025 Q1 ADDED — — — 677 +8 +1.2% 0.23% $315K 2025-04-23 $425.47
2024 Q4 INITIATED — — — 669 — — 0.22% $317K 2025-02-10 $497.10

🏢 Other funds also holding MCO

As of 2026 Q2 — sorted by position size

BRX Global LP 3Y 41.39% Rings Capital Management LLC 3Y 7Y 27.65% Valley Forge Capital Management, LP 3Y 7Y 19.14% Bluegrass Capital Partners LP 3Y 15.3% TCI Fund Management Ltd 3Y 7Y 12.3% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 10.23% Formuepleje A/S 9.97% Aquamarine Zurich AG 3Y 8.49% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 8.11% Lansing Management LP 3Y 7Y 7.67%

FAQ About Atala Financial Inc and MCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atala Financial Inc reported owning MCO?

Atala Financial Inc reported MCO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MCO position in Atala Financial Inc's portfolio?

The largest reported portfolio weight for MCO was 0.23% in 2025 Q2.

What is the latest reported MCO position on this page?

The most recent filing on this page is 2026 Q1, when Atala Financial Inc reported 576 shares, equal to 0.17% of portfolio, with an estimated market value of $250K.

What does the chart on this MCO ownership page compare?

The chart compares Atala Financial Inc's quarterly MCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atala Financial Inc time their MCO position?

Based on 13F filing dates vs. subsequent MCO price moves, Atala Financial Inc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MCO relative to SPY over the holding period was -21.9%.

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