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Rothschild Investment LLC’s Marcus Corp MCS Stock Holding History

Rothschild Investment LLC’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 		$687 Sell
40
-9
-18% -$144 ﹤0.01% 3014
2025
Q4 		$760 Buy
49
+29
+145% +$431 ﹤0.01% 2771
2025
Q3 		$310 Sell
20
-10
-33% -$160 ﹤0.01% 2931
2025
Q2 		$506 Buy
+30
New +$506 ﹤0.01% 2742

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

Rothschild Investment LLC's MCS Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Marcus Corp (MCS) stake by 18% in Q1 2026, selling an estimated $144 and leaving 40 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Rothschild Investment LLC first reported a position in MCS in Q2 2025 and has held it in 4 quarters since. The position peaked at $760 in Q4 2025. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Rothschild Investment LLC held 40 shares of Marcus Corp worth $687 as of Q1 2026.
  • Rothschild Investment LLC sold 9 Marcus Corp shares in Q1 2026, an estimated $144.
  • Marcus Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3014 holding.
  • Rothschild Investment LLC first reported a position in Marcus Corp in Q2 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Marcus Corp position peaked at $760 in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.