Steward Partners Investment Advisory’s Marcus Corp MCS Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-155	Closed	-$2.66K	–	4789
2026 Q1	$2.66K	Hold	155	–	–	﹤0.01%	3970
2025 Q4	$2.4K	Hold	155	–	–	﹤0.01%	3913
2025 Q3	$2.4K	Buy	+155	New	+$2.49K	﹤0.01%	3872
2024 Q3	–	Sell	-400	Closed	-$4.55K	–	3812
2024 Q2	$4.55K	Hold	400	–	–	﹤0.01%	3075
2024 Q1	$5.7K	Hold	400	–	–	﹤0.01%	3000
2023 Q4	$5.83K	Hold	400	–	–	﹤0.01%	2905
2023 Q3	$6.2K	Hold	400	–	–	﹤0.01%	2757
2023 Q2	$5.93K	Hold	400	–	–	﹤0.01%	2741
2023 Q1	$6.4K	Hold	400	–	–	﹤0.01%	2700
2022 Q4	$5.76K	Hold	400	–	–	﹤0.01%	2723
2022 Q3	$6K	Hold	400	–	–	﹤0.01%	2703
2022 Q2	$6K	Hold	400	–	–	﹤0.01%	2696
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	2780
2021 Q4	$7K	Buy	+400	New	+$7.49K	﹤0.01%	2729

Other funds holding MCS

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's MCS Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Marcus Corp (MCS) in Q2 2026, closing a stake of 155 shares — an estimated $2.66K sold.

Steward Partners Investment Advisory first reported a position in MCS in Q4 2021 and held it in 14 quarters. The position peaked at $7K in Q1 2022. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Marcus Corp position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 155 Marcus Corp shares in Q2 2026, an estimated $2.66K.
Steward Partners Investment Advisory first reported a position in Marcus Corp in Q4 2021 and held it in 14 quarters.
Steward Partners Investment Advisory's Marcus Corp position peaked at $7K in Q1 2022.
139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.