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 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 $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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MCS Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Marcus Corp (MCS) in Q1 2026: 350 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in MCS as recently as Q3 2025.

Johnson Financial Group Inc (Wisconsin) first reported a position in MCS in Q4 2013 and has held it in 13 quarters since. The position peaked at $133K in Q2 2025. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 350 shares of Marcus Corp worth $6.01K as of Q1 2026.
Marcus Corp was a new Johnson Financial Group Inc (Wisconsin) position in Q1 2026.
Marcus Corp made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #681 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Marcus Corp in Q4 2013 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Marcus Corp position peaked at $133K in Q2 2025.
134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.