Creative Planning
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Creative Planning’s Marcus Corp MCS Stock Holding History

Creative Planning’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 		$201K Sell
11,699
-3,452
-23% -$55.2K ﹤0.01% 3733
2025
Q4 		$235K Buy
15,151
+1,977
+15% +$29.4K ﹤0.01% 3426
2025
Q3 		$204K Sell
13,174
-2,096
-14% -$33.6K ﹤0.01% 3467
2025
Q2 		$257K Buy
15,270
+5,129
+51% +$86.6K ﹤0.01% 3032
2025
Q1 		$169K Sell
10,141
-1,470
-13% -$28.4K ﹤0.01% 3133
2024
Q4 		$250K Buy
11,611
+1,031
+10% +$20.4K ﹤0.01% 2815
2024
Q3 		$159K Buy
+10,580
New +$139K ﹤0.01% 2909
2024
Q2 		– Sell
-10,212
Closed -$146K – 3131
2024
Q1 		$146K Buy
+10,212
New +$144K ﹤0.01% 2633
2017
Q3 		– Sell
-7
Closed – – 2950
2017
Q2 		$0 Sell
7
-341
-98% -$11K ﹤0.01% 4742
2017
Q1 		$11K Hold
348
– – ﹤0.01% 3530
2016
Q4 		$11K Sell
348
-152
-30% -$4.3K ﹤0.01% 3488
2016
Q3 		$13K Hold
500
– – ﹤0.01% 3327
2016
Q2 		$11K Hold
500
– – ﹤0.01% 3188
2016
Q1 		$9K Hold
500
– – ﹤0.01% 3287
2015
Q4 		$9K Hold
500
– – ﹤0.01% 3360
2015
Q3 		$10K Buy
+500
New +$9.79K ﹤0.01% 3206
2013
Q3 		– Sell
-500
Closed -$6K – 3291
2013
Q2 		$6K Buy
+500
New +$6.39K ﹤0.01% 2477

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

Creative Planning's MCS Position: Q1 2026 in Review

Creative Planning reduced its Marcus Corp (MCS) stake by 23% in Q1 2026, selling an estimated $55.2K and leaving 11,699 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Creative Planning first reported a position in MCS in Q2 2013 and has held it in 17 quarters since. The position peaked at $257K in Q2 2025. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Creative Planning held 11,699 shares of Marcus Corp worth $201K as of Q1 2026.
  • Creative Planning sold 3,452 Marcus Corp shares in Q1 2026, an estimated $55.2K.
  • Marcus Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3733 holding.
  • Creative Planning first reported a position in Marcus Corp in Q2 2013 and has held it in 17 quarters since.
  • Creative Planning's Marcus Corp position peaked at $257K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.