Mackenzie Financial
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Mackenzie Financial’s Moelis & Co MC Stock Holding History

Mackenzie Financial’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 		– Sell
-5,424
Closed -$381K – 1617
2025
Q4 		$381K Sell
5,424
-69,887
-93% -$4.66M ﹤0.01% 1299
2025
Q3 		$5.37M Buy
75,311
+65,438
+663% +$4.67M 0.01% 623
2025
Q2 		$615K Sell
9,873
-17,888
-64% -$1M ﹤0.01% 1157
2025
Q1 		$1.62M Buy
27,761
+7,801
+39% +$550K ﹤0.01% 841
2024
Q4 		$1.47M Buy
19,960
+7,697
+63% +$557K ﹤0.01% 851
2024
Q3 		$840K Buy
12,263
+8,040
+190% +$519K ﹤0.01% 903
2024
Q2 		$240K Hold
4,223
– – ﹤0.01% 1265
2024
Q1 		$240K Hold
4,223
– – ﹤0.01% 1274
2023
Q4 		$237K Buy
+4,223
New +$198K ﹤0.01% 1257
2022
Q2 		– Sell
-6,620
Closed -$311K – 1513
2022
Q1 		$311K Buy
6,620
+183
+3% +$9.51K ﹤0.01% 1099
2021
Q4 		$402K Sell
6,437
-546
-8% -$36.6K ﹤0.01% 1041
2021
Q3 		$432K Buy
6,983
+1,500
+27% +$89.9K ﹤0.01% 1017
2021
Q2 		$312K Buy
+5,483
New +$298K ﹤0.01% 1063
2019
Q2 		– Sell
-9,741
Closed -$405K – 1194
2019
Q1 		$405K Sell
9,741
-6,400
-40% -$274K ﹤0.01% 1059
2018
Q4 		$555K Sell
16,141
-71,800
-82% -$3.05M ﹤0.01% 919
2018
Q3 		$4.82M Buy
87,941
+9,303
+12% +$546K 0.01% 503
2018
Q2 		$4.61M Buy
78,638
+38,584
+96% +$2.22M 0.01% 470
2018
Q1 		$2.04M Sell
40,054
-11,590
-22% -$594K 0.01% 565
2017
Q4 		$2.5M Buy
+51,644
New +$2.33M 0.01% 506
2016
Q4 		– Sell
-14,050
Closed -$378K – 693
2016
Q3 		$378K Hold
14,050
– – ﹤0.01% 533
2016
Q2 		$316K Buy
+14,050
New +$375K ﹤0.01% 823

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Mackenzie Financial's MC Position: Q1 2026 in Review

Mackenzie Financial sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 5,424 shares — an estimated $381K sold.

Mackenzie Financial first reported a position in MC in Q2 2016 and held it in 21 quarters. The position peaked at $5.37M in Q3 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Mackenzie Financial reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 5,424 Moelis & Co shares in Q1 2026, an estimated $381K.
  • Mackenzie Financial first reported a position in Moelis & Co in Q2 2016 and held it in 21 quarters.
  • Mackenzie Financial's Moelis & Co position peaked at $5.37M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.