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Twin Peaks Wealth Advisors’s Marcus Corp MCS Stock Holding History

Twin Peaks Wealth Advisors’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
-74
Closed -$1.27K – 1391
2026
Q1 		$1.27K Buy
+74
New +$1.18K ﹤0.01% 1834
2025
Q3 		– Sell
-40
Closed -$612 – 1318
2025
Q2 		$612 Buy
+40
New +$675 ﹤0.01% 1871

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

Twin Peaks Wealth Advisors's MCS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Marcus Corp (MCS) in Q2 2026, closing a stake of 74 shares — an estimated $1.27K sold.

Twin Peaks Wealth Advisors first reported a position in MCS in Q2 2025 and held it in 2 quarters. The position peaked at $1.27K in Q1 2026. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Marcus Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 74 Marcus Corp shares in Q2 2026, an estimated $1.27K.
  • Twin Peaks Wealth Advisors first reported a position in Marcus Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Marcus Corp position peaked at $1.27K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.