KIM
MC icon

Kestra Investment Management’s Moelis & Co MC Stock Holding History

Kestra Investment 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 		$523K Buy
8,002
+18
+0.2% +$1.18K 0.01% 308
2026
Q1 		$455K Buy
7,984
+2,427
+44% +$158K 0.01% 302
2025
Q4 		$382K Sell
5,557
-174
-3% -$11.6K 0.01% 321
2025
Q3 		$409K Sell
5,731
-131
-2% -$9.35K 0.01% 307
2025
Q2 		$365K Buy
5,862
+4,399
+301% +$247K 0.01% 333
2025
Q1 		$85.4K Sell
1,463
-508
-26% -$35.8K ﹤0.01% 433
2024
Q4 		$146K Buy
+1,971
New +$143K 0.01% 398

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

Kestra Investment Management's MC Position: Q2 2026 in Review

Kestra Investment Management increased its Moelis & Co (MC) stake by 0.23% in Q2 2026, buying an estimated $1.18K and bringing the position to 8,002 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #308.

Kestra Investment Management first reported a position in MC in Q4 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Kestra Investment Management held 8,002 shares of Moelis & Co worth $523K as of Q2 2026.
  • Kestra Investment Management bought 18 Moelis & Co shares in Q2 2026, an estimated $1.18K.
  • Moelis & Co made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #308 holding.
  • Kestra Investment Management first reported a position in Moelis & Co in Q4 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.