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
Q2 		$282K Buy
12,029
+330
+3% +$6.49K ﹤0.01% 3619
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 $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

Creative Planning's MCS Position: Q2 2026 in Review

Creative Planning increased its Marcus Corp (MCS) stake by 2.8% in Q2 2026, buying an estimated $6.49K and bringing the position to 12,029 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3619.

Creative Planning first reported a position in MCS in Q2 2013 and has held it in 18 quarters since. 140 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Creative Planning held 12,029 shares of Marcus Corp worth $282K as of Q2 2026.
  • Creative Planning bought 330 Marcus Corp shares in Q2 2026, an estimated $6.49K.
  • Marcus Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3619 holding.
  • Creative Planning first reported a position in Marcus Corp in Q2 2013 and has held it in 18 quarters since.
  • 140 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.