Geode Capital Management
MC icon

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

Geode 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
2026
Q1 		$124M Buy
2,169,253
+83,667
+4% +$5.44M 0.01% 956
2025
Q4 		$143M Buy
2,085,586
+1,164
+0.1% +$77.7K 0.01% 872
2025
Q3 		$149M Buy
2,084,422
+31,560
+2% +$2.25M 0.01% 843
2025
Q2 		$128M Buy
2,052,862
+424,138
+26% +$23.8M 0.01% 872
2025
Q1 		$95.1M Buy
1,628,724
+42,922
+3% +$3.03M 0.01% 999
2024
Q4 		$117M Sell
1,585,802
-4,514
-0.3% -$327K 0.01% 897
2024
Q3 		$109M Buy
1,590,316
+10,698
+0.7% +$691K 0.01% 935
2024
Q2 		$89.8M Buy
1,579,618
+126,388
+9% +$6.83M 0.01% 986
2024
Q1 		$82.5M Buy
1,453,230
+44,214
+3% +$2.41M 0.01% 1050
2023
Q4 		$79.1M Buy
1,409,016
+68,860
+5% +$3.23M 0.01% 1012
2023
Q3 		$60.5M Sell
1,340,156
-45,182
-3% -$2.13M 0.01% 1102
2023
Q2 		$62.8M Buy
1,385,338
+78,791
+6% +$3.14M 0.01% 1083
2023
Q1 		$50.2M Buy
1,306,547
+17,009
+1% +$731K 0.01% 1181
2022
Q4 		$49.5M Buy
1,289,538
+3,608
+0.3% +$146K 0.01% 1153
2022
Q3 		$43.5M Buy
1,285,930
+45,001
+4% +$1.88M 0.01% 1173
2022
Q2 		$48.8M Buy
1,240,929
+154,103
+14% +$6.72M 0.01% 1142
2022
Q1 		$51M Buy
1,086,826
+40,684
+4% +$2.12M 0.01% 1239
2021
Q4 		$65.4M Buy
1,046,142
+45,889
+5% +$3.07M 0.01% 1107
2021
Q3 		$61.9M Sell
1,000,253
-23,243
-2% -$1.39M 0.01% 1096
2021
Q2 		$58.2M Buy
1,023,496
+141,401
+16% +$7.68M 0.01% 1177
2021
Q1 		$48.4M Buy
882,095
+83,255
+10% +$4.46M 0.01% 1261
2020
Q4 		$37.4M Buy
798,840
+54,269
+7% +$2.18M 0.01% 1316
2020
Q3 		$26.2M Sell
744,571
-38,566
-5% -$1.22M 0.01% 1326
2020
Q2 		$24.4M Buy
783,137
+64,131
+9% +$2.01M 0.01% 1358
2020
Q1 		$20.2M Buy
719,006
+52,244
+8% +$1.71M 0.01% 1287
2019
Q4 		$21.3M Sell
666,762
-34,073
-5% -$1.12M ﹤0.01% 1530
2019
Q3 		$23M Buy
700,835
+25,763
+4% +$874K 0.01% 1387
2019
Q2 		$23.6M Buy
675,072
+101,067
+18% +$3.66M 0.01% 1369
2019
Q1 		$23.9M Buy
574,005
+35,581
+7% +$1.52M 0.01% 1296
2018
Q4 		$18.5M Buy
538,424
+58,173
+12% +$2.47M 0.01% 1337
2018
Q3 		$26.3M Buy
480,251
+77,074
+19% +$4.52M 0.01% 1208
2018
Q2 		$23.6M Buy
403,177
+32,339
+9% +$1.86M 0.01% 1231
2018
Q1 		$18.9M Buy
370,838
+29,184
+9% +$1.5M 0.01% 1302
2017
Q4 		$16.6M Buy
341,654
+21,824
+7% +$986K 0.01% 1403
2017
Q3 		$13.8M Buy
319,830
+123,171
+63% +$4.93M 0.01% 1502
2017
Q2 		$7.64M Buy
196,659
+21,137
+12% +$788K ﹤0.01% 1844
2017
Q1 		$6.76M Buy
175,522
+41,412
+31% +$1.5M ﹤0.01% 1900
2016
Q4 		$4.54M Buy
134,110
+4,803
+4% +$136K ﹤0.01% 2124
2016
Q3 		$3.48M Sell
129,307
-3,078
-2% -$79.1K ﹤0.01% 2194
2016
Q2 		$2.98M Buy
132,385
+8,541
+7% +$228K ﹤0.01% 2219
2016
Q1 		$3.5K Buy
123,844
+1,015
+0.8% +$26K ﹤0.01% 2105
2015
Q4 		$3.58M Buy
122,829
+37,297
+44% +$1.07M ﹤0.01% 2107
2015
Q3 		$2.25M Buy
85,532
+756
+0.9% +$21.4K ﹤0.01% 2370
2015
Q2 		$2.43M Buy
84,776
+9,971
+13% +$291K ﹤0.01% 2373
2015
Q1 		$2.25M Sell
74,805
-1,518
-2% -$47.9K ﹤0.01% 2363
2014
Q4 		$2.67M Buy
76,323
+36,954
+94% +$1.22M ﹤0.01% 2246
2014
Q3 		$1.34M Buy
39,369
+16,895
+75% +$571K ﹤0.01% 2602
2014
Q2 		$755K Buy
+22,474
New +$682K ﹤0.01% 2969

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Geode Capital Management's MC Position: Q1 2026 in Review

Geode Capital Management increased its Moelis & Co (MC) stake by 4% in Q1 2026, buying an estimated $5.44M and bringing the position to 2,169,253 shares worth $124M. The position accounts for 0.01% of the portfolio, ranked #956.

Geode Capital Management first reported a position in MC in Q2 2014 and has held it in 48 quarters since. The position peaked at $149M in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Geode Capital Management held 2,169,253 shares of Moelis & Co worth $124M as of Q1 2026.
  • Geode Capital Management bought 83,667 Moelis & Co shares in Q1 2026, an estimated $5.44M.
  • Moelis & Co made up 0.01% of Geode Capital Management's portfolio in Q1 2026, its #956 holding.
  • Geode Capital Management first reported a position in Moelis & Co in Q2 2014 and has held it in 48 quarters since.
  • Geode Capital Management's Moelis & Co position peaked at $149M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.