BCI
MC icon

Brinker Capital Investments’s Moelis & Co MC Stock Holding History

Brinker Capital Investments’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 		$2.39M Sell
36,501
-1,258
-3% -$82.5K 0.02% 700
2026
Q1 		$2.15M Sell
37,759
-2,390
-6% -$155K 0.02% 729
2025
Q4 		$2.76M Sell
40,149
-6,009
-13% -$401K 0.02% 687
2025
Q3 		$3.29M Sell
46,158
-2,198
-5% -$157K 0.03% 583
2025
Q2 		$3.01M Buy
48,356
+7,223
+18% +$405K 0.03% 584
2025
Q1 		$2.4M Buy
41,133
+5,563
+16% +$392K 0.02% 616
2024
Q4 		$2.63M Sell
35,570
-2,467
-6% -$179K 0.03% 565
2024
Q3 		$2.61M Sell
38,037
-2,224
-6% -$144K 0.03% 558
2024
Q2 		$2.29M Sell
40,261
-3,599
-8% -$194K 0.02% 591
2024
Q1 		$2.49M Sell
43,860
-1,969
-4% -$108K 0.03% 557
2023
Q4 		$2.57M Sell
45,829
-2,830
-6% -$133K 0.03% 517
2023
Q3 		$2.2M Sell
48,659
-4,297
-8% -$202K 0.03% 575
2023
Q2 		$2.4M Sell
52,956
-4,436
-8% -$177K 0.03% 569
2023
Q1 		$2.21M Sell
57,392
-3,573
-6% -$153K 0.03% 552
2022
Q4 		$2.34M Buy
60,965
+5,203
+9% +$211K 0.05% 414
2022
Q3 		$1.89M Sell
55,762
-1,411
-2% -$59.1K 0.04% 481
2022
Q2 		$2.25M Sell
57,173
-2,976
-5% -$130K 0.04% 432
2022
Q1 		$2.82M Sell
60,149
-1,904
-3% -$99K 0.04% 407
2021
Q4 		$3.88M Sell
62,053
-2,527
-4% -$169K 0.06% 336
2021
Q3 		$3.67M Hold
64,580
– – 0.06% 349
2021
Q2 		$3.67M Sell
64,580
-9
-0% -$489 0.05% 398
2021
Q1 		$3.54M Buy
+64,589
New +$3.46M 0.05% 338
2020
Q4 		– Sell
-57,237
Closed -$2.01M – 1120
2020
Q3 		$2.01M Buy
+57,237
New +$1.81M 0.03% 471

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

Brinker Capital Investments's MC Position: Q2 2026 in Review

Brinker Capital Investments reduced its Moelis & Co (MC) stake by 3.3% in Q2 2026, selling an estimated $82.5K and leaving 36,501 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #700.

Brinker Capital Investments first reported a position in MC in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.88M in Q4 2021. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Brinker Capital Investments held 36,501 shares of Moelis & Co worth $2.39M as of Q2 2026.
  • Brinker Capital Investments sold 1,258 Moelis & Co shares in Q2 2026, an estimated $82.5K.
  • Moelis & Co made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #700 holding.
  • Brinker Capital Investments first reported a position in Moelis & Co in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's Moelis & Co position peaked at $3.88M in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.