Capital Research Global Investors’s Moelis & Co MC Stock Holding History

Capital Research Global Investors’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
2025 Q1	–	Sell	-280,460	Closed	-$20.7M	–	465
2024 Q4	$20.7M	Buy	+280,460	New	+$20.3M	﹤0.01%	401
2020 Q4	–	Sell	-300,000	Closed	-$10.5M	–	422
2020 Q3	$10.5M	Sell	300,000 -990,034	-77%	-$31.3M	﹤0.01%	381
2020 Q2	$40.2M	Sell	1,290,034 -1,611,634	-56%	-$50.6M	0.01%	335
2020 Q1	$81.5M	Sell	2,901,668 -84,832	-3%	-$2.78M	0.03%	253
2019 Q4	$95.3M	Hold	2,986,500	–	–	0.03%	269
2019 Q3	$98.1M	Buy	2,986,500 +1,122,000	+60%	+$38.1M	0.03%	262
2019 Q2	$65.2M	Buy	1,864,500 +1,159,500	+164%	+$41.9M	0.02%	292
2019 Q1	$29.3M	Buy	+705,000	New	+$30.1M	0.01%	358
2016 Q3	–	Sell	-133,030	Closed	-$2.99M	–	418
2016 Q2	$2.99M	Sell	133,030 -131,870	-50%	-$3.52M	﹤0.01%	410
2016 Q1	$7.48M	Hold	264,900	–	–	﹤0.01%	414
2015 Q4	$7.73M	Hold	264,900	–	–	﹤0.01%	416
2015 Q3	$6.96M	Hold	264,900	–	–	﹤0.01%	423
2015 Q2	$7.61M	Hold	264,900	–	–	﹤0.01%	418
2015 Q1	$7.98M	Hold	264,900	–	–	﹤0.01%	426
2014 Q4	$9.25M	Hold	264,900	–	–	﹤0.01%	420
2014 Q3	$9.05M	Hold	264,900	–	–	﹤0.01%	417
2014 Q2	$8.9M	Buy	+264,900	New	+$8.04M	﹤0.01%	418

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors's MC Position: Q1 2025 in Review

Capital Research Global Investors sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 280,460 shares — an estimated $20.7M sold.

Capital Research Global Investors first reported a position in MC in Q2 2014 and held it in 17 quarters. The position peaked at $98.1M in Q3 2019. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

Capital Research Global Investors reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
Capital Research Global Investors sold 280,460 Moelis & Co shares in Q1 2025, an estimated $20.7M.
Capital Research Global Investors first reported a position in Moelis & Co in Q2 2014 and held it in 17 quarters.
Capital Research Global Investors's Moelis & Co position peaked at $98.1M in Q3 2019.
379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Capital Research Global Investors's 13F filing for Q1 2025, filed 12 May 2025.