Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Marcus Corp MCS Stock Holding History

Carson Wealth (CWM LLC)’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 		$60.1K Sell
3,500
-441
-11% -$7.05K ﹤0.01% 3672
2025
Q4 		$61K Sell
3,941
-7,286
-65% -$108K ﹤0.01% 3452
2025
Q3 		$174K Sell
11,227
-1,899
-14% -$30.5K ﹤0.01% 2548
2025
Q2 		$221K Sell
13,126
-176
-1% -$2.97K ﹤0.01% 2090
2025
Q1 		$222K Sell
13,302
-1,057
-7% -$20.4K ﹤0.01% 1850
2024
Q4 		$309K Buy
14,359
+8,650
+152% +$172K ﹤0.01% 1575
2024
Q3 		$86K Buy
5,709
+2,837
+99% +$37.4K ﹤0.01% 2296
2024
Q2 		$33K Buy
2,872
+2,788
+3,319% +$33.1K ﹤0.01% 2771
2024
Q1 		$1K Sell
84
-279
-77% -$3.94K ﹤0.01% 4163
2023
Q4 		$5K Sell
363
-635
-64% -$9.52K ﹤0.01% 3523
2023
Q3 		$15K Hold
998
– – ﹤0.01% 2880
2023
Q2 		$15K Hold
998
– – ﹤0.01% 2821
2023
Q1 		$16K Buy
998
+123
+14% +$1.89K ﹤0.01% 2656
2022
Q4 		$13K Buy
875
+256
+41% +$3.88K ﹤0.01% 2653
2022
Q3 		$9K Buy
619
+57
+10% +$917 ﹤0.01% 2758
2022
Q2 		$8K Buy
562
+66
+13% +$1.01K ﹤0.01% 2710
2022
Q1 		$9K Buy
496
+421
+561% +$7.38K ﹤0.01% 2545
2021
Q4 		$1K Buy
+75
New +$1.4K ﹤0.01% 3334
2021
Q2 		$2K Hold
75
– – ﹤0.01% 2673
2021
Q1 		$2K Hold
75
– – ﹤0.01% 2673
2020
Q4 		$2K Hold
75
– – ﹤0.01% 2672
2020
Q3 		$2K Hold
75
– – ﹤0.01% 2671
2020
Q2 		$2K Hold
75
– – ﹤0.01% 2670
2020
Q1 		$2K Hold
75
– – ﹤0.01% 2670
2019
Q4 		$2K Hold
75
– – ﹤0.01% 2669
2019
Q3 		$2K Hold
75
– – ﹤0.01% 2669
2019
Q2 		$2K Hold
75
– – ﹤0.01% 2669
2019
Q1 		$2K Buy
+75
New +$3.1K ﹤0.01% 2668

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Marcus Corp (MCS) stake by 11% in Q1 2026, selling an estimated $7.05K and leaving 3,500 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3672.

Carson Wealth (CWM LLC) first reported a position in MCS in Q1 2019 and has held it in 28 quarters since. The position peaked at $309K in Q4 2024. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,500 shares of Marcus Corp worth $60.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 441 Marcus Corp shares in Q1 2026, an estimated $7.05K.
  • Marcus Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3672 holding.
  • Carson Wealth (CWM LLC) first reported a position in Marcus Corp in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Marcus Corp position peaked at $309K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.