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Choreo LLC’s Moelis & Co MC Stock Holding History

Choreo LLC’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 		$344K Sell
5,255
-564
-10% -$37K ﹤0.01% 1230
2026
Q1 		$332K Buy
5,819
+247
+4% +$16.1K ﹤0.01% 1186
2025
Q4 		$393K Buy
5,572
+72
+1% +$4.8K 0.01% 1050
2025
Q3 		$392K Buy
5,500
+146
+3% +$10.4K 0.01% 1060
2025
Q2 		$334K Buy
5,354
+279
+5% +$15.7K ﹤0.01% 1113
2025
Q1 		$296K Buy
5,075
+244
+5% +$17.2K ﹤0.01% 1098
2024
Q4 		$358K Buy
4,831
+187
+4% +$13.5K 0.01% 1084
2024
Q3 		$315K Buy
4,644
+119
+3% +$7.68K ﹤0.01% 1181
2024
Q2 		$259K Buy
+4,525
New +$245K ﹤0.01% 1171

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

Choreo LLC's MC Position: Q2 2026 in Review

Choreo LLC reduced its Moelis & Co (MC) stake by 9.7% in Q2 2026, selling an estimated $37K and leaving 5,255 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Choreo LLC first reported a position in MC in Q2 2024 and has held it in 9 quarters since. The position peaked at $393K in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Choreo LLC held 5,255 shares of Moelis & Co worth $344K as of Q2 2026.
  • Choreo LLC sold 564 Moelis & Co shares in Q2 2026, an estimated $37K.
  • Moelis & Co made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1230 holding.
  • Choreo LLC first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's Moelis & Co position peaked at $393K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.