Principal Financial Group
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Principal Financial Group’s Marcus Corp MCS Stock Holding History

Principal 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
Q3 		– Sell
-11,654
Closed -$196K – 2306
2025
Q2 		$196K Buy
+11,654
New +$197K ﹤0.01% 2131
2024
Q2 		– Sell
-127,871
Closed -$1.82M – 2416
2024
Q1 		$1.82M Sell
127,871
-437
-0.3% -$6.18K ﹤0.01% 1791
2023
Q4 		$1.87M Sell
128,308
-4,865
-4% -$72.9K ﹤0.01% 1773
2023
Q3 		$2.06M Sell
133,173
-7,057
-5% -$109K ﹤0.01% 1754
2023
Q2 		$2.08M Sell
140,230
-7,492
-5% -$121K ﹤0.01% 1761
2023
Q1 		$2.36M Sell
147,722
-1,746
-1% -$26.8K ﹤0.01% 1732
2022
Q4 		$2.15M Sell
149,468
-1,201
-0.8% -$18.2K ﹤0.01% 1748
2022
Q3 		$2.09M Buy
150,669
+14,309
+10% +$230K ﹤0.01% 1709
2022
Q2 		$2.01M Sell
136,360
-8,147
-6% -$125K ﹤0.01% 1802
2022
Q1 		$2.56M Sell
144,507
-944
-0.6% -$16.6K ﹤0.01% 1827
2021
Q4 		$2.6M Sell
145,451
-3,564
-2% -$66.7K ﹤0.01% 1821
2021
Q3 		$2.6M Sell
149,015
-17,507
-11% -$285K ﹤0.01% 1823
2021
Q2 		$3.53M Sell
166,522
-24,940
-13% -$518K ﹤0.01% 1799
2021
Q1 		$3.83M Buy
191,462
+4,698
+3% +$86.7K ﹤0.01% 1735
2020
Q4 		$2.52M Buy
186,764
+8,808
+5% +$89.2K ﹤0.01% 1752
2020
Q3 		$1.38M Sell
177,956
-544
-0.3% -$7.32K ﹤0.01% 1809
2020
Q2 		$2.37M Sell
178,500
-2,836
-2% -$38K ﹤0.01% 1665
2020
Q1 		$2.23M Sell
181,336
-7,185
-4% -$181K ﹤0.01% 1565
2019
Q4 		$5.99M Sell
188,521
-2,586
-1% -$87.4K 0.01% 1482
2019
Q3 		$7.07M Buy
191,107
+7,113
+4% +$245K 0.01% 1379
2019
Q2 		$6.06M Buy
183,994
+6,895
+4% +$253K 0.01% 1462
2019
Q1 		$7.09M Buy
177,099
+10,779
+6% +$446K 0.01% 1420
2018
Q4 		$6.57M Buy
166,320
+7,408
+5% +$306K 0.01% 1393
2018
Q3 		$6.68M Buy
158,912
+7,253
+5% +$275K 0.01% 1507
2018
Q2 		$4.93M Buy
151,659
+4,165
+3% +$131K ﹤0.01% 1598
2018
Q1 		$4.48M Buy
147,494
+3,499
+2% +$96K ﹤0.01% 1594
2017
Q4 		$3.94M Sell
143,995
-4,100
-3% -$113K ﹤0.01% 1628
2017
Q3 		$4.1M Sell
148,095
-111
-0.1% -$2.98K ﹤0.01% 1608
2017
Q2 		$4.48M Buy
148,206
+3,436
+2% +$111K ﹤0.01% 1581
2017
Q1 		$4.65M Buy
144,770
+5,059
+4% +$156K 0.01% 1555
2016
Q4 		$4.4M Buy
139,711
+2,393
+2% +$67.6K 0.01% 1560
2016
Q3 		$3.44M Buy
137,318
+4,244
+3% +$97.2K ﹤0.01% 1582
2016
Q2 		$2.81M Buy
133,074
+2,401
+2% +$47.2K ﹤0.01% 1590
2016
Q1 		$2.48M Buy
130,673
+5,394
+4% +$101K ﹤0.01% 1581
2015
Q4 		$2.38M Buy
125,279
+5,620
+5% +$112K ﹤0.01% 1595
2015
Q3 		$2.31M Buy
119,659
+7,786
+7% +$152K ﹤0.01% 1609
2015
Q2 		$2.15M Sell
111,873
-1,922
-2% -$38.5K ﹤0.01% 1673
2015
Q1 		$2.42M Buy
113,795
+2,619
+2% +$50.7K ﹤0.01% 1616
2014
Q4 		$2.06M Buy
111,176
+846
+0.8% +$14.1K ﹤0.01% 1679
2014
Q3 		$1.74M Buy
110,330
+15
+0% +$271 ﹤0.01% 1677
2014
Q2 		$2.01M Buy
110,315
+386
+0.4% +$6.6K ﹤0.01% 1682
2014
Q1 		$1.84M Buy
109,929
+4,150
+4% +$58.2K ﹤0.01% 1670
2013
Q4 		$1.42M Buy
105,779
+6,545
+7% +$92.3K ﹤0.01% 1726
2013
Q3 		$1.44M Buy
99,234
+501
+0.5% +$6.57K ﹤0.01% 1693
2013
Q2 		$1.26M Buy
+98,733
New +$1.26M ﹤0.01% 1690

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group's MCS Position: Q3 2025 in Review

Principal Financial Group sold out of Marcus Corp (MCS) in Q3 2025, closing a stake of 11,654 shares — an estimated $196K sold.

Principal Financial Group first reported a position in MCS in Q2 2013 and held it in 45 quarters. The position peaked at $7.09M in Q1 2019. 138 funds tracked by Wall St. Rank hold MCS as of Q3 2025.

  • Principal Financial Group reported no remaining Marcus Corp position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 11,654 Marcus Corp shares in Q3 2025, an estimated $196K.
  • Principal Financial Group first reported a position in Marcus Corp in Q2 2013 and held it in 45 quarters.
  • Principal Financial Group's Marcus Corp position peaked at $7.09M in Q1 2019.
  • 138 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.