Johnson Financial Group Inc (Wisconsin)’s Marcus Corp MCS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-350	Closed	-$6.01K	–	893
2026 Q1	$6.01K	Buy	+350	New	+$5.59K	﹤0.01%	681
2025 Q4	–	Sell	-7,875	Closed	-$122K	–	1024
2025 Q3	$122K	Hold	7,875	–	–	﹤0.01%	423
2025 Q2	$133K	Hold	7,875	–	–	0.01%	348
2025 Q1	$131K	Buy	+7,875	New	+$152K	0.01%	425
2024 Q3	–	Sell	-1,950	Closed	-$22.2K	–	994
2024 Q2	$22.2K	Buy	+1,950	New	+$23.2K	﹤0.01%	514
2016 Q3	–	Sell	-100	Closed	-$2K	–	726
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	729
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	699
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	735
2015 Q3	$2K	Sell	100 -1,000	-91%	-$19.6K	﹤0.01%	764
2015 Q2	$21K	Buy	1,100 +1,000	+1,000%	+$20K	﹤0.01%	596
2015 Q1	$2K	Buy	+100	New	+$1.94K	﹤0.01%	786
2014 Q2	–	Sell	-450	Closed	-$8K	–	707
2014 Q1	$8K	Hold	450	–	–	﹤0.01%	602
2013 Q4	$6K	Buy	+450	New	+$6.35K	﹤0.01%	612

Other funds holding MCS

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MCS Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Marcus Corp (MCS) in Q2 2026, closing a stake of 350 shares — an estimated $6.01K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MCS in Q4 2013 and held it in 13 quarters. The position peaked at $133K in Q2 2025. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Marcus Corp position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 350 Marcus Corp shares in Q2 2026, an estimated $6.01K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Marcus Corp in Q4 2013 and held it in 13 quarters.
Johnson Financial Group Inc (Wisconsin)'s Marcus Corp position peaked at $133K in Q2 2025.
139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.