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Farmers & Merchants Investments Inc’s Moelis & Co MC Stock Holding History

Farmers & Merchants Investments Inc’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 		$2.81K Hold
43
– – ﹤0.01% 1173
2026
Q1 		$2.45K Sell
43
-2
-4% -$130 ﹤0.01% 1185
2025
Q4 		$3.09K Hold
45
– – ﹤0.01% 1105
2025
Q3 		$3.21K Hold
45
– – ﹤0.01% 1110
2025
Q2 		$2.8K Hold
45
– – ﹤0.01% 1114
2025
Q1 		$2.63K Hold
45
– – ﹤0.01% 1119
2024
Q4 		$3.33K Hold
45
– – ﹤0.01% 919
2024
Q3 		$3.08K Hold
45
– – ﹤0.01% 960
2024
Q2 		$2.56K Hold
45
– – ﹤0.01% 1009
2024
Q1 		$2.56K Hold
45
– – ﹤0.01% 989
2023
Q4 		$2.53K Hold
45
– – ﹤0.01% 975
2023
Q3 		$2.03K Buy
+45
New +$2.12K ﹤0.01% 1021

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Farmers & Merchants Investments Inc's MC Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Moelis & Co (MC) position steady in Q2 2026 at 43 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Farmers & Merchants Investments Inc first reported a position in MC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.33K in Q4 2024. 221 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Farmers & Merchants Investments Inc held 43 shares of Moelis & Co worth $2.81K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1173 holding.
  • Farmers & Merchants Investments Inc first reported a position in Moelis & Co in Q3 2023 and has held it in 12 quarters since.
  • Farmers & Merchants Investments Inc's Moelis & Co position peaked at $3.33K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.