PCM
MC icon

Prana Capital Management’s Moelis & Co MC Stock Holding History

Prana Capital 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 		$14.3M Buy
219,265
+38,018
+21% +$2.49M 0.44% 48
2026
Q1 		$10.3M Buy
+181,247
New +$11.8M 0.31% 61
2025
Q1 		– Sell
-48,201
Closed -$3.56M – 114
2024
Q4 		$3.56M Buy
+48,201
New +$3.49M 0.17% 73
2022
Q1 		– Sell
-27,530
Closed -$1.72M – 101
2021
Q4 		$1.72M Sell
27,530
-10,257
-27% -$687K 0.14% 68
2021
Q3 		$2.34M Buy
+37,787
New +$2.26M 0.21% 64

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

Prana Capital Management's MC Position: Q2 2026 in Review

Prana Capital Management increased its Moelis & Co (MC) stake by 21% in Q2 2026, buying an estimated $2.49M and bringing the position to 219,265 shares worth $14.3M. The position accounts for 0.44% of the portfolio, ranked #48.

Prana Capital Management first reported a position in MC in Q3 2021 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Prana Capital Management held 219,265 shares of Moelis & Co worth $14.3M as of Q2 2026.
  • Prana Capital Management bought 38,018 Moelis & Co shares in Q2 2026, an estimated $2.49M.
  • Moelis & Co made up 0.44% of Prana Capital Management's portfolio in Q2 2026, its #48 holding.
  • Prana Capital Management first reported a position in Moelis & Co in Q3 2021 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.