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Pinnacle Wealth Planning Services’s Marcus Corp MCS Stock Holding History

Pinnacle Wealth Planning Services’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 		$35.2K Sell
2,048
-1,458
-42% -$23.3K ﹤0.01% 1397
2025
Q4 		$54.4K Buy
+3,506
New +$52.1K 0.01% 1139

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

Pinnacle Wealth Planning Services's MCS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Marcus Corp (MCS) stake by 42% in Q1 2026, selling an estimated $23.3K and leaving 2,048 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Pinnacle Wealth Planning Services first reported a position in MCS in Q4 2025 and has held it in 2 quarters since. The position peaked at $54.4K in Q4 2025. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,048 shares of Marcus Corp worth $35.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,458 Marcus Corp shares in Q1 2026, an estimated $23.3K.
  • Marcus Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1397 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marcus Corp in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Marcus Corp position peaked at $54.4K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.