Capital World Investors’s Moelis & Co MC Stock Holding History

Capital World 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
2026 Q2	–	Sell	-719,000	Closed	-$41M	–	670
2026 Q1	$41M	Hold	719,000	–	–	0.01%	475
2025 Q4	$49.4M	Hold	719,000	–	–	0.01%	414
2025 Q3	$51.3M	Hold	719,000	–	–	0.01%	414
2025 Q2	$44.8M	Hold	719,000	–	–	0.01%	421
2025 Q1	$42M	Hold	719,000	–	–	0.01%	413
2024 Q4	$53.1M	Hold	719,000	–	–	0.01%	394
2024 Q3	$49.3M	Hold	719,000	–	–	0.01%	397
2024 Q2	$40.9M	Hold	719,000	–	–	0.01%	398
2024 Q1	$40.8M	Hold	719,000	–	–	0.01%	408
2023 Q4	$40.4M	Hold	719,000	–	–	0.01%	402
2023 Q3	$32.4M	Hold	719,000	–	–	0.01%	408
2023 Q2	$32.6M	Hold	719,000	–	–	0.01%	401
2023 Q1	$27.6M	Hold	719,000	–	–	0.01%	416
2022 Q4	$27.6M	Hold	719,000	–	–	0.01%	431
2022 Q3	$24.3M	Hold	719,000	–	–	0.01%	446
2022 Q2	$28.3M	Hold	719,000	–	–	0.01%	442
2022 Q1	$33.8M	Hold	719,000	–	–	0.01%	451
2021 Q4	$44.9M	Hold	719,000	–	–	0.01%	452
2021 Q3	$44.5M	Hold	719,000	–	–	0.01%	463
2021 Q2	$40.9M	Hold	719,000	–	–	0.01%	471
2021 Q1	$39.5M	Hold	719,000	–	–	0.01%	460
2020 Q4	$33.6M	Hold	719,000	–	–	0.01%	450
2020 Q3	$25.3M	Hold	719,000	–	–	0.01%	447
2020 Q2	$22.4M	Hold	719,000	–	–	0.01%	426
2020 Q1	$20.2M	Hold	719,000	–	–	0.01%	393
2019 Q4	$22.9M	Hold	719,000	–	–	0.01%	412
2019 Q3	$23.6M	Hold	719,000	–	–	0.01%	392
2019 Q2	$25.1M	Hold	719,000	–	–	0.01%	413
2019 Q1	$29.9M	Hold	719,000	–	–	0.01%	390
2018 Q4	$24.7M	Hold	719,000	–	–	0.01%	414
2018 Q3	$39.4M	Hold	719,000	–	–	0.01%	400
2018 Q2	$42.2M	Hold	719,000	–	–	0.01%	381
2018 Q1	$36.6M	Hold	719,000	–	–	0.01%	377
2017 Q4	$34.9M	Hold	719,000	–	–	0.01%	384
2017 Q3	$31M	Hold	719,000	–	–	0.01%	388
2017 Q2	$27.9M	Hold	719,000	–	–	0.01%	389
2017 Q1	$27.7M	Hold	719,000	–	–	0.01%	394
2016 Q4	$24.4M	Buy	719,000 +297,000	+70%	+$8.38M	0.01%	385
2016 Q3	$11.3M	Hold	422,000	–	–	﹤0.01%	442
2016 Q2	$9.49M	Hold	422,000	–	–	﹤0.01%	446
2016 Q1	$11.9M	Buy	+422,000	New	+$10.8M	﹤0.01%	435

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors's MC Position: Q2 2026 in Review

Capital World Investors sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 719,000 shares — an estimated $41M sold.

Capital World Investors first reported a position in MC in Q1 2016 and held it in 41 quarters. The position peaked at $53.1M in Q4 2024. 306 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Capital World Investors reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
Capital World Investors sold 719,000 Moelis & Co shares in Q2 2026, an estimated $41M.
Capital World Investors first reported a position in Moelis & Co in Q1 2016 and held it in 41 quarters.
Capital World Investors's Moelis & Co position peaked at $53.1M in Q4 2024.
306 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.