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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
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 $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

Concurrent Investment Advisors's MCS Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Marcus Corp (MCS) stake by 0.18% in Q1 2026, buying an estimated $399 and bringing the position to 14,081 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Concurrent Investment Advisors first reported a position in MCS in Q4 2025 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Concurrent Investment Advisors held 14,081 shares of Marcus Corp worth $242K as of Q1 2026.
  • Concurrent Investment Advisors bought 25 Marcus Corp shares in Q1 2026, an estimated $399.
  • Marcus Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1630 holding.
  • Concurrent Investment Advisors first reported a position in Marcus Corp in Q4 2025 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.