Mackenzie Financial
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Mackenzie Financial’s Marcus Corp MCS Stock Holding History

Mackenzie Financial’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 		– Sell
-11,032
Closed -$170K – 1619
2025
Q4 		$170K Sell
11,032
-130
-1% -$1.93K ﹤0.01% 1562
2025
Q3 		$173K Buy
+11,162
New +$179K ﹤0.01% 1581
2024
Q2 		– Sell
-12,202
Closed -$174K – 1586
2024
Q1 		$174K Buy
+12,202
New +$173K ﹤0.01% 1367
2019
Q4 		– Sell
-33,650
Closed -$1.25M – 1127
2019
Q3 		$1.25M Sell
33,650
-14,100
-30% -$486K ﹤0.01% 692
2019
Q2 		$1.57M Sell
47,750
-14,415
-23% -$530K ﹤0.01% 677
2019
Q1 		$2.49M Buy
62,165
+26,410
+74% +$1.09M 0.01% 729
2018
Q4 		$1.41M Buy
+35,755
New +$1.48M ﹤0.01% 759
2017
Q1 		– Sell
-7,668
Closed -$242K – 683
2016
Q4 		$242K Buy
+7,668
New +$217K ﹤0.01% 584

Other funds holding MCS

BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's MCS Position: Q1 2026 in Review

Mackenzie Financial sold out of Marcus Corp (MCS) in Q1 2026, closing a stake of 11,032 shares — an estimated $170K sold.

Mackenzie Financial first reported a position in MCS in Q4 2016 and held it in 8 quarters. The position peaked at $2.49M in Q1 2019. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Mackenzie Financial reported no remaining Marcus Corp position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 11,032 Marcus Corp shares in Q1 2026, an estimated $170K.
  • Mackenzie Financial first reported a position in Marcus Corp in Q4 2016 and held it in 8 quarters.
  • Mackenzie Financial's Marcus Corp position peaked at $2.49M in Q1 2019.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.