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Capital Advisors Ltd’s Moelis & Co MC Stock Holding History

Capital Advisors Ltd’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 		$13K Hold
200
– – ﹤0.01% 800
2026
Q1 		$11K Hold
200
– – ﹤0.01% 810
2025
Q4 		$14K Hold
200
– – ﹤0.01% 737
2025
Q3 		$14K Hold
200
– – ﹤0.01% 727
2025
Q2 		$12K Hold
200
– – ﹤0.01% 748
2025
Q1 		$12K Hold
200
– – ﹤0.01% 733
2024
Q4 		$15K Hold
200
– – ﹤0.01% 685
2024
Q3 		$14K Hold
200
– – ﹤0.01% 705
2024
Q2 		$11K Buy
+200
New +$10.8K ﹤0.01% 734

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

Capital Advisors Ltd's MC Position: Q2 2026 in Review

Capital Advisors Ltd held its Moelis & Co (MC) position steady in Q2 2026 at 200 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Capital Advisors Ltd first reported a position in MC in Q2 2024 and has held it in 9 quarters since. The position peaked at $15K in Q4 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Capital Advisors Ltd held 200 shares of Moelis & Co worth $13K as of Q2 2026.
  • Capital Advisors Ltd left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #800 holding.
  • Capital Advisors Ltd first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • Capital Advisors Ltd's Moelis & Co position peaked at $15K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.