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Larson Financial Group’s Marcus Corp MCS Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-53
Closed -$815 – 3588
2025
Q3 		$815 Sell
53
-16
-23% -$257 ﹤0.01% 2977
2025
Q2 		$1.17K Buy
69
+13
+23% +$219 ﹤0.01% 2600
2025
Q1 		$936 Hold
56
– – ﹤0.01% 2407
2024
Q4 		$1.2K Hold
56
– – ﹤0.01% 1989
2024
Q3 		$839 Buy
56
+1
+2% +$13 ﹤0.01% 2021
2024
Q2 		$631 Buy
55
+4
+8% +$48 ﹤0.01% 1794
2024
Q1 		$729 Hold
51
– – ﹤0.01% 1504
2023
Q4 		$742 Hold
51
– – ﹤0.01% 1523
2023
Q3 		$785 Hold
51
– – ﹤0.01% 1529
2023
Q2 		$751 Buy
51
+1
+2% +$16 ﹤0.01% 1402
2023
Q1 		$808 Hold
50
– – ﹤0.01% 1373
2022
Q4 		$724 Hold
50
– – ﹤0.01% 1340
2022
Q3 		$1K Buy
+50
New +$805 ﹤0.01% 1221

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Larson Financial Group's MCS Position: Q4 2025 in Review

Larson Financial Group sold out of Marcus Corp (MCS) in Q4 2025, closing a stake of 53 shares — an estimated $815 sold.

Larson Financial Group first reported a position in MCS in Q3 2022 and held it in 13 quarters. The position peaked at $1.2K in Q4 2024. 137 funds tracked by Wall St. Rank hold MCS as of Q4 2025.

  • Larson Financial Group reported no remaining Marcus Corp position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 53 Marcus Corp shares in Q4 2025, an estimated $815.
  • Larson Financial Group first reported a position in Marcus Corp in Q3 2022 and held it in 13 quarters.
  • Larson Financial Group's Marcus Corp position peaked at $1.2K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.