Covestor’s Marcus Corp MCS Stock Holding History

Covestor’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	-1	Closed	–	–	2566
2025 Q4	$0	Buy	+1	New	+$15	﹤0.01%	2536
2025 Q2	–	Sell	-5	Closed	-$84	–	2514
2025 Q1	$0	Sell	5 -24	-83%	-$463	﹤0.01%	2517
2024 Q4	$1K	Sell	29 -96	-77%	-$1.9K	﹤0.01%	2078
2024 Q3	$2K	Buy	125 +85	+213%	+$1.12K	﹤0.01%	1833
2024 Q2	$0	Buy	+40	New	+$476	﹤0.01%	2535

Other funds holding MCS

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's MCS Position: Q1 2026 in Review

Covestor sold out of Marcus Corp (MCS) in Q1 2026, closing a stake of 1 share.

Covestor first reported a position in MCS in Q2 2024 and held it in 5 quarters. The position peaked at $2K in Q3 2024. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

Covestor reported no remaining Marcus Corp position as of Q1 2026 after selling out during the quarter.
Covestor sold 1 Marcus Corp share in Q1 2026.
Covestor first reported a position in Marcus Corp in Q2 2024 and held it in 5 quarters.
Covestor's Marcus Corp position peaked at $2K in Q3 2024.
134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.