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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
Q2 		$48K Hold
2,048
– – ﹤0.01% 1300
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's MCS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Marcus Corp (MCS) position steady in Q2 2026 at 2,048 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Pinnacle Wealth Planning Services first reported a position in MCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.4K in Q4 2025. 140 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,048 shares of Marcus Corp worth $48K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Marcus Corp share count unchanged in Q2 2026.
  • Marcus Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1300 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marcus Corp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Marcus Corp position peaked at $54.4K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.