Creative Planning’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
Q2 | $437K | Sell |
6,678
-3,034
| -31% | -$199K | ﹤0.01% | 3295 |
|
|
2026
Q1 | $554K | Buy |
9,712
+2,063
| +27% | +$134K | ﹤0.01% | 2953 |
|
|
2025
Q4 | $526K | Sell |
7,649
-10
| -0.1% | -$667 | ﹤0.01% | 2798 |
|
|
2025
Q3 | $546K | Buy |
7,659
+1,020
| +15% | +$72.8K | ﹤0.01% | 2639 |
|
|
2025
Q2 | $414K | Buy |
6,639
+827
| +14% | +$46.4K | ﹤0.01% | 2633 |
|
|
2025
Q1 | $339K | Sell |
5,812
-146
| -2% | -$10.3K | ﹤0.01% | 2640 |
|
|
2024
Q4 | $440K | Buy |
5,958
+158
| +3% | +$11.4K | ﹤0.01% | 2345 |
|
|
2024
Q3 | $397K | Sell |
5,800
-72
| -1% | -$4.65K | ﹤0.01% | 2299 |
|
|
2024
Q2 | $334K | Sell |
5,872
-355
| -6% | -$19.2K | ﹤0.01% | 2265 |
|
|
2024
Q1 | $354K | Buy |
6,227
+161
| +3% | +$8.79K | ﹤0.01% | 2111 |
|
|
2023
Q4 | $340K | Sell |
6,066
-165
| -3% | -$7.75K | ﹤0.01% | 2001 |
|
|
2023
Q3 | $281K | Sell |
6,231
-540
| -8% | -$25.4K | ﹤0.01% | 1986 |
|
|
2023
Q2 | $307K | Buy |
+6,771
| New | +$270K | ﹤0.01% | 1899 |
|
|
2022
Q2 | – | Sell |
-325
| Closed | -$15K | – | 2433 |
|
|
2022
Q1 | $15K | Buy |
+325
| New | +$16.9K | ﹤0.01% | 2166 |
|
|
2021
Q2 | – | Sell |
-21,805
| Closed | -$1.2M | – | 2375 |
|
|
2021
Q1 | $1.2M | Buy |
+21,805
| New | +$1.17M | ﹤0.01% | 943 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$23K | – | 2945 |
|
|
2017
Q2 | $23K | Hold |
600
| – | – | ﹤0.01% | 3093 |
|
|
2017
Q1 | $23K | Buy |
600
+200
| +50% | +$7.25K | ﹤0.01% | 3039 |
|
|
2016
Q4 | $14K | Sell |
400
-2,000
| -83% | -$56.5K | ﹤0.01% | 3318 |
|
|
2016
Q3 | $65K | Buy |
2,400
+2,000
| +500% | +$51.4K | ﹤0.01% | 2156 |
|
|
2016
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 3317 |
|
|
2016
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 3167 |
|
|
2015
Q4 | $12K | Hold |
400
| – | – | ﹤0.01% | 3182 |
|
|
2015
Q3 | $11K | Buy |
+400
| New | +$11.3K | ﹤0.01% | 3146 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$12K | – | 2201 |
|
|
2015
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 3081 |
|
|
2014
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 2914 |
|
|
2014
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 2746 |
|
|
2014
Q2 | $13K | Buy |
+400
| New | +$12.1K | ﹤0.01% | 2736 |
|
Other funds holding MC
WA
LCOV
Creative Planning's MC Position: Q2 2026 in Review
Creative Planning reduced its Moelis & Co (MC) stake by 31% in Q2 2026, selling an estimated $199K and leaving 6,678 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #3295.
Creative Planning first reported a position in MC in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.2M in Q1 2021. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- Creative Planning held 6,678 shares of Moelis & Co worth $437K as of Q2 2026.
- Creative Planning sold 3,034 Moelis & Co shares in Q2 2026, an estimated $199K.
- Moelis & Co made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3295 holding.
- Creative Planning first reported a position in Moelis & Co in Q2 2014 and has held it in 27 quarters since.
- Creative Planning's Moelis & Co position peaked at $1.2M in Q1 2021.
- 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.