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Knights of Columbus Asset Advisors’s Moelis & Co MC Stock Holding History

Knights of Columbus Asset Advisors’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 		$1.94M Buy
29,687
+182
+0.6% +$11.9K 0.1% 218
2026
Q1 		$1.68M Sell
29,505
-130
-0.4% -$8.45K 0.1% 214
2025
Q4 		$2.04M Buy
+29,635
New +$1.98M 0.12% 185

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Knights of Columbus Asset Advisors's MC Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its Moelis & Co (MC) stake by 0.62% in Q2 2026, buying an estimated $11.9K and bringing the position to 29,687 shares worth $1.94M. The position accounts for 0.1% of the portfolio, ranked #218.

Knights of Columbus Asset Advisors first reported a position in MC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.04M in Q4 2025. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Knights of Columbus Asset Advisors held 29,687 shares of Moelis & Co worth $1.94M as of Q2 2026.
  • Knights of Columbus Asset Advisors bought 182 Moelis & Co shares in Q2 2026, an estimated $11.9K.
  • Moelis & Co made up 0.1% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #218 holding.
  • Knights of Columbus Asset Advisors first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • Knights of Columbus Asset Advisors's Moelis & Co position peaked at $2.04M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.