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True Wealth Design’s Marcus Corp MCS Stock Holding History

True Wealth Design’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
Q4 		– Sell
-39
Closed -$605 – 2718
2025
Q3 		$605 Sell
39
-91
-70% -$1.46K ﹤0.01% 1945
2025
Q2 		$2.19K Hold
130
– – ﹤0.01% 1145
2025
Q1 		$2.17K Hold
130
– – ﹤0.01% 981
2024
Q4 		$2.79K Buy
130
+125
+2,500% +$2.48K ﹤0.01% 659
2024
Q3 		$76 Buy
+5
New +$66 ﹤0.01% 1242

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM

True Wealth Design's MCS Position: Q4 2025 in Review

True Wealth Design sold out of Marcus Corp (MCS) in Q4 2025, closing a stake of 39 shares — an estimated $605 sold.

True Wealth Design first reported a position in MCS in Q3 2024 and held it in 5 quarters. The position peaked at $2.79K in Q4 2024. 137 funds tracked by Wall St. Rank hold MCS as of Q4 2025.

  • True Wealth Design reported no remaining Marcus Corp position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 39 Marcus Corp shares in Q4 2025, an estimated $605.
  • True Wealth Design first reported a position in Marcus Corp in Q3 2024 and held it in 5 quarters.
  • True Wealth Design's Marcus Corp position peaked at $2.79K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.