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Concurrent Investment Advisors’s Marcus Corp MCS Stock Holding History

Concurrent Investment Advisors’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
Q2 		$332K Buy
14,135
+54
+0.4% +$1.06K ﹤0.01% 1637
2026
Q1 		$242K Buy
14,081
+25
+0.2% +$399 ﹤0.01% 1630
2025
Q4 		$218K Buy
+14,056
New +$209K ﹤0.01% 1593

Other funds holding MCS

BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concurrent Investment Advisors's MCS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Marcus Corp (MCS) stake by 0.38% in Q2 2026, buying an estimated $1.06K and bringing the position to 14,135 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Concurrent Investment Advisors first reported a position in MCS in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Concurrent Investment Advisors held 14,135 shares of Marcus Corp worth $332K as of Q2 2026.
  • Concurrent Investment Advisors bought 54 Marcus Corp shares in Q2 2026, an estimated $1.06K.
  • Marcus Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1637 holding.
  • Concurrent Investment Advisors first reported a position in Marcus Corp in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.