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Bayforest Capital’s Moelis & Co MC Stock Holding History

Bayforest Capital’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,872
Closed -$278K – 1101
2026
Q1 		$278K Buy
4,872
+2,714
+126% +$176K 0.31% 47
2025
Q4 		$148K Buy
+2,158
New +$144K 0.11% 374
2025
Q3 		– Sell
-1,297
Closed -$80.8K – 845
2025
Q2 		$80.8K Sell
1,297
-28,554
-96% -$1.6M 0.04% 494
2025
Q1 		$1.74M Buy
29,851
+28,997
+3,395% +$2.04M 0.76% 3
2024
Q4 		$63.1K Buy
+854
New +$61.8K 0.08% 424

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bayforest Capital's MC Position: Q2 2026 in Review

Bayforest Capital sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 4,872 shares — an estimated $278K sold.

Bayforest Capital first reported a position in MC in Q4 2024 and held it in 5 quarters. The position peaked at $1.74M in Q1 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Bayforest Capital reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 4,872 Moelis & Co shares in Q2 2026, an estimated $278K.
  • Bayforest Capital first reported a position in Moelis & Co in Q4 2024 and held it in 5 quarters.
  • Bayforest Capital's Moelis & Co position peaked at $1.74M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.