Cramer Rosenthal McGlynn’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.33M Sell
128,595
-92,868
-42% -$6.04M 0.54% 66
2025
Q4
$15.2M Sell
221,463
-19,333
-8% -$1.29M 0.98% 39
2025
Q3
$17.2M Buy
240,796
+45,458
+23% +$3.25M 1.07% 36
2025
Q2
$12.2M Buy
195,338
+80,440
+70% +$4.51M 0.84% 50
2025
Q1
$6.71M Sell
114,898
-145,147
-56% -$10.2M 0.48% 66
2024
Q4
$19.2M Sell
260,045
-42,962
-14% -$3.11M 1.09% 40
2024
Q3
$20.8M Sell
303,007
-77,200
-20% -$4.98M 1.15% 42
2024
Q2
$21.6M Sell
380,207
-81,066
-18% -$4.38M 1.27% 35
2024
Q1
$26.2M Sell
461,273
-61,129
-12% -$3.34M 1.42% 31
2023
Q4
$29.3M Buy
522,402
+87,917
+20% +$4.13M 1.59% 20
2023
Q3
$19.6M Sell
434,485
-127,078
-23% -$5.98M 1.1% 37
2023
Q2
$25.5M Buy
561,563
+78,636
+16% +$3.14M 1.27% 33
2023
Q1
$18.6M Buy
+482,927
New +$20.7M 0.84% 51
2021
Q3
Sell
-166,137
Closed -$9.45M 100
2021
Q2
$9.45M Sell
166,137
-362,473
-69% -$19.7M 0.3% 80
2021
Q1
$29M Sell
528,610
-391,104
-43% -$21M 0.96% 44
2020
Q4
$43M Sell
919,714
-60,533
-6% -$2.43M 1.35% 28
2020
Q3
$34.4M Buy
980,247
+128,316
+15% +$4.06M 1.39% 27
2020
Q2
$26.5M Buy
+851,931
New +$26.7M 1.07% 39
2016
Q4
Sell
-494,209
Closed -$13.3M 217
2016
Q3
$13.3M Buy
494,209
+23,049
+5% +$592K 0.2% 147
2016
Q2
$10.6M Sell
471,160
-8,525
-2% -$228K 0.17% 162
2016
Q1
$13.5M Buy
479,685
+4,110
+0.9% +$105K 0.21% 142
2015
Q4
$13.9M Sell
475,575
-67,988
-13% -$1.95M 0.21% 136
2015
Q3
$14.3M Buy
543,563
+173,388
+47% +$4.9M 0.19% 151
2015
Q2
$10.6M Buy
+370,175
New +$10.8M 0.13% 166

Other funds holding MC

Cramer Rosenthal McGlynn's MC Position: Q1 2026 in Review

Cramer Rosenthal McGlynn reduced its Moelis & Co (MC) stake by 42% in Q1 2026, selling an estimated $6.04M and leaving 128,595 shares worth $7.33M. The position accounts for 0.54% of the portfolio, ranked #66.

Cramer Rosenthal McGlynn first reported a position in MC in Q2 2015 and has held it in 24 quarters since. The position peaked at $43M in Q4 2020. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Cramer Rosenthal McGlynn held 128,595 shares of Moelis & Co worth $7.33M as of Q1 2026.
  • Cramer Rosenthal McGlynn sold 92,868 Moelis & Co shares in Q1 2026, an estimated $6.04M.
  • Moelis & Co made up 0.54% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #66 holding.
  • Cramer Rosenthal McGlynn first reported a position in Moelis & Co in Q2 2015 and has held it in 24 quarters since.
  • Cramer Rosenthal McGlynn's Moelis & Co position peaked at $43M in Q4 2020.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.