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

Rockefeller 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
Q1 		$259K Sell
4,542
-970
-18% -$63.1K ﹤0.01% 2338
2025
Q4 		$379K Buy
5,512
+548
+11% +$36.6K ﹤0.01% 2046
2025
Q3 		$354K Buy
+4,964
New +$354K ﹤0.01% 1940
2023
Q1 		– Sell
-5,021
Closed -$192K – 3110
2022
Q4 		$192K Buy
5,021
+5
+0.1% +$203 ﹤0.01% 1678
2022
Q3 		$169K Buy
5,016
+316
+7% +$13.2K ﹤0.01% 1721
2022
Q2 		$184K Sell
4,700
-844
-15% -$36.8K ﹤0.01% 1673
2022
Q1 		$260K Buy
5,544
+248
+5% +$12.9K ﹤0.01% 1579
2021
Q4 		$331K Buy
5,296
+102
+2% +$6.83K ﹤0.01% 1462
2021
Q3 		$321K Buy
5,194
+97
+2% +$5.81K ﹤0.01% 1414
2021
Q2 		$289K Sell
5,097
-55
-1% -$2.99K ﹤0.01% 1380
2021
Q1 		$282K Buy
5,152
+1,058
+26% +$56.7K ﹤0.01% 1225
2020
Q4 		$191K Sell
4,094
-564
-12% -$22.7K ﹤0.01% 1207
2020
Q3 		$163K Buy
4,658
+3,146
+208% +$99.5K ﹤0.01% 1108
2020
Q2 		$47K Sell
1,512
-253
-14% -$7.94K ﹤0.01% 1426
2020
Q1 		$50K Buy
+1,765
New +$57.9K ﹤0.01% 1233
2019
Q2 		– Sell
-15
Closed -$1K – 1835
2019
Q1 		$1K Buy
+15
New +$641 ﹤0.01% 1861

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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

Rockefeller Capital Management's MC Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Moelis & Co (MC) stake by 18% in Q1 2026, selling an estimated $63.1K and leaving 4,542 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Rockefeller Capital Management first reported a position in MC in Q1 2019 and has held it in 16 quarters since. The position peaked at $379K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Rockefeller Capital Management held 4,542 shares of Moelis & Co worth $259K as of Q1 2026.
  • Rockefeller Capital Management sold 970 Moelis & Co shares in Q1 2026, an estimated $63.1K.
  • Moelis & Co made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2338 holding.
  • Rockefeller Capital Management first reported a position in Moelis & Co in Q1 2019 and has held it in 16 quarters since.
  • Rockefeller Capital Management's Moelis & Co position peaked at $379K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.