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

Cramer Rosenthal McGlynn’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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.