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Callan Family Office’s Moelis & Co MC Stock Holding History

Callan Family Office’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 		$5.32M Sell
81,327
-109
-0.1% -$7.15K 0.1% 189
2026
Q1 		$4.64M Buy
81,436
+790
+1% +$51.4K 0.11% 205
2025
Q4 		$5.54M Sell
80,646
-1,255
-2% -$83.8K 0.12% 178
2025
Q3 		$5.84M Sell
81,901
-2,802
-3% -$200K 0.19% 124
2025
Q2 		$5.28M Buy
84,703
+78,552
+1,277% +$4.41M 0.17% 143
2025
Q1 		$359K Sell
6,151
-13,657
-69% -$963K 0.03% 390
2024
Q4 		$1.46M Buy
19,808
+16,759
+550% +$1.21M 0.09% 184
2024
Q3 		$209K Buy
+3,049
New +$197K 0.04% 182

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 $3.38T AUM 44.17% 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

Callan Family Office's MC Position: Q2 2026 in Review

Callan Family Office reduced its Moelis & Co (MC) stake by 0.13% in Q2 2026, selling an estimated $7.15K and leaving 81,327 shares worth $5.32M. The position accounts for 0.1% of the portfolio, ranked #189.

Callan Family Office first reported a position in MC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.84M in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Callan Family Office held 81,327 shares of Moelis & Co worth $5.32M as of Q2 2026.
  • Callan Family Office sold 109 Moelis & Co shares in Q2 2026, an estimated $7.15K.
  • Moelis & Co made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #189 holding.
  • Callan Family Office first reported a position in Moelis & Co in Q3 2024 and has held it in 8 quarters since.
  • Callan Family Office's Moelis & Co position peaked at $5.84M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.