MassMutual Private Wealth & Trust’s Marcus Corp MCS Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	–	Sell	-104	Closed	-$1.75K	–	2425
2025 Q2	$1.75K	Hold	104	–	–	﹤0.01%	1987
2025 Q1	$1.74K	Hold	104	–	–	﹤0.01%	1962
2024 Q4	$2.24K	Hold	104	–	–	﹤0.01%	1804
2024 Q3	$1.57K	Sell	104 -263	-72%	-$3.47K	﹤0.01%	1724
2024 Q2	$4.17K	Buy	367 +326	+795%	+$3.88K	﹤0.01%	1382
2024 Q1	$585	Sell	41 -31	-43%	-$438	﹤0.01%	1832
2023 Q4	$1.05K	Buy	+72	New	+$1.08K	﹤0.01%	1671
2023 Q3	–	Sell	-328	Closed	-$4.86K	–	2008
2023 Q2	$4.86K	Sell	328 -62	-16%	-$1K	﹤0.01%	1223
2023 Q1	$6.24K	Buy	+390	New	+$5.99K	﹤0.01%	1094
2022 Q3	–	Sell	-27	Closed	–	–	1736
2022 Q2	$0	Buy	+27	New	+$415	﹤0.01%	1633
2019 Q1	–	Sell	-49	Closed	-$1.94K	–	934
2018 Q4	$1.94K	Hold	49	–	–	﹤0.01%	840
2018 Q3	$2.06K	Hold	49	–	–	﹤0.01%	830
2018 Q2	$1.59K	Hold	49	–	–	﹤0.01%	917
2018 Q1	$1.49K	Buy	+49	New	+$1.34K	﹤0.01%	883

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MassMutual Private Wealth & Trust's MCS Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Marcus Corp (MCS) in Q3 2025, closing a stake of 104 shares — an estimated $1.75K sold.

MassMutual Private Wealth & Trust first reported a position in MCS in Q1 2018 and held it in 14 quarters. The position peaked at $6.24K in Q1 2023. 138 funds tracked by Wall St. Rank hold MCS as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining Marcus Corp position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 104 Marcus Corp shares in Q3 2025, an estimated $1.75K.
MassMutual Private Wealth & Trust first reported a position in Marcus Corp in Q1 2018 and held it in 14 quarters.
MassMutual Private Wealth & Trust's Marcus Corp position peaked at $6.24K in Q1 2023.
138 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.