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Whittier Trust’s Moelis & Co MC Stock Holding History

Whittier Trust’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 		$782K Buy
+10,867
New +$713K 0.01% 423
2023
Q2 		– Sell
-374
Closed -$14.4K – 1597
2023
Q1 		$14.4K Hold
374
– – ﹤0.01% 1227
2022
Q4 		$14.3K Hold
374
– – ﹤0.01% 1214
2022
Q3 		$13K Buy
+374
New +$15.7K ﹤0.01% 1291

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

Whittier Trust's MC Position: Q2 2026 in Review

Whittier Trust opened a new position in Moelis & Co (MC) in Q2 2026: 10,867 shares worth $782K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Whittier Trust previously reported a position in MC as recently as Q1 2023.

Whittier Trust first reported a position in MC in Q3 2022 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Whittier Trust held 10,867 shares of Moelis & Co worth $782K as of Q2 2026.
  • Moelis & Co was a new Whittier Trust position in Q2 2026.
  • Moelis & Co made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #423 holding.
  • Whittier Trust first reported a position in Moelis & Co in Q3 2022 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.