HCM
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Hilton Capital Management’s Moelis & Co MC Stock Holding History

Hilton 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
Q2 		$3.81M Buy
58,226
+2,611
+5% +$171K 0.26% 97
2026
Q1 		$3.17M Buy
55,615
+7,059
+15% +$459K 0.24% 98
2025
Q4 		$3.34M Buy
48,556
+4,779
+11% +$319K 0.25% 92
2025
Q3 		$3.12M Buy
43,777
+2,219
+5% +$158K 0.25% 84
2025
Q2 		$2.59M Buy
41,558
+3,939
+10% +$221K 0.21% 93
2025
Q1 		$2.2M Buy
37,619
+4,262
+13% +$300K 0.19% 90
2024
Q4 		$2.46M Buy
33,357
+9,940
+42% +$719K 0.21% 81
2024
Q3 		$1.6M Buy
+23,417
New +$1.51M 0.12% 106
2022
Q1 		– Sell
-3,644
Closed -$228K – 139
2021
Q4 		$228K Buy
3,644
+167
+5% +$11.2K 0.02% 103
2021
Q3 		$215K Sell
3,477
-548
-14% -$32.8K 0.02% 115
2021
Q2 		$229K Buy
4,025
+17
+0.4% +$923 0.02% 108
2021
Q1 		$220K Buy
+4,008
New +$215K 0.02% 97
2019
Q4 		– Sell
-3,109
Closed -$102K – 224
2019
Q3 		$102K Buy
3,109
+570
+22% +$19.3K 0.01% 159
2019
Q2 		$89K Buy
2,539
+118
+5% +$4.27K 0.01% 169
2019
Q1 		$101K Buy
+2,421
New +$103K 0.01% 160

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hilton Capital Management's MC Position: Q2 2026 in Review

Hilton Capital Management increased its Moelis & Co (MC) stake by 4.7% in Q2 2026, buying an estimated $171K and bringing the position to 58,226 shares worth $3.81M. The position accounts for 0.26% of the portfolio, ranked #97.

Hilton Capital Management first reported a position in MC in Q1 2019 and has held it in 15 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Hilton Capital Management held 58,226 shares of Moelis & Co worth $3.81M as of Q2 2026.
  • Hilton Capital Management bought 2,611 Moelis & Co shares in Q2 2026, an estimated $171K.
  • Moelis & Co made up 0.26% of Hilton Capital Management's portfolio in Q2 2026, its #97 holding.
  • Hilton Capital Management first reported a position in Moelis & Co in Q1 2019 and has held it in 15 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.