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Kemnay Advisory Services’s Moelis & Co MC Stock Holding History

Kemnay Advisory Services’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 		$23.4K Sell
411
-1,630
-80% -$106K ﹤0.01% 587
2025
Q4 		$140K Buy
+2,041
New +$136K 0.02% 79

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VPM
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WA
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kemnay Advisory Services's MC Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Moelis & Co (MC) stake by 80% in Q1 2026, selling an estimated $106K and leaving 411 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Kemnay Advisory Services first reported a position in MC in Q4 2025 and has held it in 2 quarters since. The position peaked at $140K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Kemnay Advisory Services held 411 shares of Moelis & Co worth $23.4K as of Q1 2026.
  • Kemnay Advisory Services sold 1,630 Moelis & Co shares in Q1 2026, an estimated $106K.
  • Moelis & Co made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #587 holding.
  • Kemnay Advisory Services first reported a position in Moelis & Co in Q4 2025 and has held it in 2 quarters since.
  • Kemnay Advisory Services's Moelis & Co position peaked at $140K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.