Capital Advisors Ltd’s Marcus Corp MCS Stock Holding History

Capital Advisors Ltd’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10	Closed	–	–	1508
2025 Q4	$0	Buy	+10	New	+$149	﹤0.01%	1487
2022 Q4	–	Sell	-5	Closed	–	–	1468
2022 Q3	$0	Buy	+5	New	+$80	﹤0.01%	1395

Other funds holding MCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Advisors Ltd's MCS Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Marcus Corp (MCS) in Q1 2026, closing a stake of 10 shares.

Capital Advisors Ltd first reported a position in MCS in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2025. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

Capital Advisors Ltd reported no remaining Marcus Corp position as of Q1 2026 after selling out during the quarter.
Capital Advisors Ltd sold 10 Marcus Corp shares in Q1 2026.
Capital Advisors Ltd first reported a position in Marcus Corp in Q3 2022 and held it in 2 quarters.
Capital Advisors Ltd's Marcus Corp position peaked at $0 in Q4 2025.
134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.