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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
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 $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

Twin Peaks Wealth Advisors's MCS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Marcus Corp (MCS) in Q1 2026: 74 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1834 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MCS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MCS in Q2 2025 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 74 shares of Marcus Corp worth $1.27K as of Q1 2026.
  • Marcus Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Marcus Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1834 holding.
  • Twin Peaks Wealth Advisors first reported a position in Marcus Corp in Q2 2025 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.