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Diversified Management’s Marcus Corp MCS Stock Holding History

Diversified Management’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
Q3 		$1.02M Hold
36,425
– – 0.18% 114
2026
Q2 		$855K Hold
36,425
– – 0.18% 67
2026
Q1 		$625K Hold
36,425
– – 0.11% 167
2025
Q4 		$565K Buy
+36,425
New +$541K 0.13% 92

Other funds holding MCS

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Diversified Management's MCS Position: Q3 2026 in Review

Diversified Management held its Marcus Corp (MCS) position steady in Q3 2026 at 36,425 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #114.

Diversified Management first reported a position in MCS in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold MCS as of Q3 2026.

  • Diversified Management held 36,425 shares of Marcus Corp worth $1.02M as of Q3 2026.
  • Diversified Management left its Marcus Corp share count unchanged in Q3 2026.
  • Marcus Corp made up 0.18% of Diversified Management's portfolio in Q3 2026, its #114 holding.
  • Diversified Management first reported a position in Marcus Corp in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.