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Coldstream Capital Management’s Moelis & Co MC Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-556
Closed -$32.4K – 2389
2025
Q1 		$32.4K Buy
+556
New +$39.2K ﹤0.01% 1905

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's MC Position: Q2 2025 in Review

Coldstream Capital Management sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 556 shares — an estimated $32.4K sold.

Coldstream Capital Management first reported a position in MC in Q1 2025 and held it in 1 quarter. The position peaked at $32.4K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 556 Moelis & Co shares in Q2 2025, an estimated $32.4K.
  • Coldstream Capital Management first reported a position in Moelis & Co in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Moelis & Co position peaked at $32.4K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.