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Private Wealth Management Group’s Marcus Corp MCS Stock Holding History

Private Wealth Management 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
2026
Q2 		$2.21K Hold
94
– – ﹤0.01% 1132
2026
Q1 		$1.61K Hold
94
– – ﹤0.01% 1149
2025
Q4 		$1.46K Hold
94
– – ﹤0.01% 1176
2025
Q3 		$1.46K Hold
94
– – ﹤0.01% 1194
2025
Q2 		$1.58K Hold
94
– – ﹤0.01% 1156
2025
Q1 		$1.57K Hold
94
– – ﹤0.01% 1138
2024
Q4 		$2.02K Hold
94
– – ﹤0.01% 1076
2024
Q3 		$1.42K Hold
94
– – ﹤0.01% 1189
2024
Q2 		$1.07K Buy
+94
New +$1.12K ﹤0.01% 1260

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

Private Wealth Management Group's MCS Position: Q2 2026 in Review

Private Wealth Management Group held its Marcus Corp (MCS) position steady in Q2 2026 at 94 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Private Wealth Management Group first reported a position in MCS in Q2 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Private Wealth Management Group held 94 shares of Marcus Corp worth $2.21K as of Q2 2026.
  • Private Wealth Management Group left its Marcus Corp share count unchanged in Q2 2026.
  • Marcus Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1132 holding.
  • Private Wealth Management Group first reported a position in Marcus Corp in Q2 2024 and has held it in 9 quarters since.
  • 139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.