John Overdeck’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 | $2.18M | Sell |
33,300
-8,700
| -21% | -$570K | ﹤0.01% | 2924 |
|
|
2026
Q1 | $2.39M | Buy |
+42,000
| New | +$2.73M | ﹤0.01% | 2616 |
|
|
2025
Q4 | – | Sell |
-43,346
| Closed | -$3.09M | – | 4279 |
|
|
2025
Q3 | $3.09M | Buy |
43,346
+3,362
| +8% | +$240K | ﹤0.01% | 1829 |
|
|
2025
Q2 | $2.49M | Buy |
39,984
+9,489
| +31% | +$533K | ﹤0.01% | 1679 |
|
|
2025
Q1 | $1.78M | Buy |
+30,495
| New | +$2.15M | ﹤0.01% | 1810 |
|
|
2024
Q3 | – | Sell |
-12,633
| Closed | -$718K | – | 3249 |
|
|
2024
Q2 | $718K | Buy |
+12,633
| New | +$683K | ﹤0.01% | 2176 |
|
|
2024
Q1 | – | Sell |
-6,454
| Closed | -$362K | – | 3233 |
|
|
2023
Q4 | $362K | Buy |
+6,454
| New | +$303K | ﹤0.01% | 2616 |
|
|
2021
Q3 | – | Sell |
-22,964
| Closed | -$1.31M | – | 4510 |
|
|
2021
Q2 | $1.31M | Buy |
+22,964
| New | +$1.25M | ﹤0.01% | 2241 |
|
|
2020
Q1 | – | Sell |
-120,202
| Closed | -$3.84M | – | 3551 |
|
|
2019
Q4 | $3.84M | Sell |
120,202
-150,361
| -56% | -$4.92M | 0.01% | 1124 |
|
|
2019
Q3 | $8.89M | Buy |
270,563
+65,752
| +32% | +$2.23M | 0.03% | 592 |
|
|
2019
Q2 | $7.16M | Buy |
204,811
+28,528
| +16% | +$1.03M | 0.02% | 740 |
|
|
2019
Q1 | $7.33M | Buy |
176,283
+75,043
| +74% | +$3.21M | 0.02% | 798 |
|
|
2018
Q4 | $3.48M | Buy |
+101,240
| New | +$4.3M | 0.01% | 969 |
|
|
2017
Q4 | – | Sell |
-11,769
| Closed | -$507K | – | 3311 |
|
|
2017
Q3 | $507K | Sell |
11,769
-25,769
| -69% | -$1.03M | ﹤0.01% | 2138 |
|
|
2017
Q2 | $1.46M | Sell |
37,538
-138,495
| -79% | -$5.16M | 0.01% | 1642 |
|
|
2017
Q1 | $6.78M | Buy |
176,033
+70,507
| +67% | +$2.55M | 0.02% | 775 |
|
|
2016
Q4 | $3.58M | Sell |
105,526
-6,857
| -6% | -$194K | 0.01% | 1055 |
|
|
2016
Q3 | $3.02M | Buy |
112,383
+2,432
| +2% | +$62.5K | 0.01% | 1185 |
|
|
2016
Q2 | $2.47M | Buy |
109,951
+32,945
| +43% | +$880K | 0.01% | 1127 |
|
|
2016
Q1 | $2.17M | Buy |
77,006
+16,444
| +27% | +$421K | 0.01% | 1138 |
|
|
2015
Q4 | $1.77M | Buy |
+60,562
| New | +$1.73M | 0.01% | 1154 |
|
|
2015
Q3 | – | Sell |
-137,242
| Closed | -$3.94M | – | 2501 |
|
|
2015
Q2 | $3.94M | Buy |
137,242
+55,285
| +67% | +$1.62M | 0.02% | 831 |
|
|
2015
Q1 | $2.47M | Sell |
81,957
-120,034
| -59% | -$3.79M | 0.01% | 1061 |
|
|
2014
Q4 | $7.06M | Buy |
+201,991
| New | +$6.67M | 0.04% | 538 |
|
Other funds holding MC
WA
LCOV
John Overdeck's MC Position: Q2 2026 in Review
John Overdeck reduced its Moelis & Co (MC) stake by 21% in Q2 2026, selling an estimated $570K and leaving 33,300 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2924.
John Overdeck first reported a position in MC in Q4 2014 and has held it in 24 quarters since. The position peaked at $8.89M in Q3 2019. 393 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- John Overdeck held 33,300 shares of Moelis & Co worth $2.18M as of Q2 2026.
- John Overdeck sold 8,700 Moelis & Co shares in Q2 2026, an estimated $570K.
- Moelis & Co made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2924 holding.
- John Overdeck first reported a position in Moelis & Co in Q4 2014 and has held it in 24 quarters since.
- John Overdeck's Moelis & Co position peaked at $8.89M in Q3 2019.
- 393 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.