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Empowered Funds’s Marcus Corp MCS Stock Holding History

Empowered Funds’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 		$4M Sell
170,422
-11,371
-6% -$224K 0.02% 803
2026
Q1 		$3.12M Buy
+181,793
New +$2.91M 0.02% 855
2025
Q4 		– Sell
-195,248
Closed -$3.03M – 1538
2025
Q3 		$3.03M Buy
195,248
+14,553
+8% +$233K 0.03% 701
2025
Q2 		$3.05M Buy
180,695
+7,950
+5% +$134K 0.03% 631
2025
Q1 		$2.88M Buy
172,745
+3,562
+2% +$68.8K 0.04% 574
2024
Q4 		$3.64M Buy
169,183
+8,207
+5% +$163K 0.05% 480
2024
Q3 		$2.43M Buy
160,976
+8,174
+5% +$108K 0.04% 601
2024
Q2 		$1.74M Buy
152,802
+10,980
+8% +$131K 0.03% 652
2024
Q1 		$2.02M Buy
141,822
+10,675
+8% +$151K 0.04% 609
2023
Q4 		$1.91M Buy
131,147
+11,797
+10% +$177K 0.05% 533
2023
Q3 		$1.85M Buy
119,350
+9,796
+9% +$151K 0.05% 477
2023
Q2 		$1.62M Buy
+109,554
New +$1.77M 0.06% 480

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

Empowered Funds's MCS Position: Q2 2026 in Review

Empowered Funds reduced its Marcus Corp (MCS) stake by 6.3% in Q2 2026, selling an estimated $224K and leaving 170,422 shares worth $4M. The position accounts for 0.02% of the portfolio, ranked #803.

Empowered Funds first reported a position in MCS in Q2 2023 and has held it in 12 quarters since. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Empowered Funds held 170,422 shares of Marcus Corp worth $4M as of Q2 2026.
  • Empowered Funds sold 11,371 Marcus Corp shares in Q2 2026, an estimated $224K.
  • Marcus Corp made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #803 holding.
  • Empowered Funds first reported a position in Marcus Corp in Q2 2023 and has held it in 12 quarters since.
  • 139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.