Position in IMKTA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,312,753
+$559,115 QoQ
Shares Held
14,604
+32.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $64,756,074 across 6 Grocery Stores names. IMKTA ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
754,081 | $54,565,301 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
74,536 | $5,748,961 | |
| 3 | ACI |
Albertsons Companies, Inc.
|
154,713 | $2,636,309 | |
| 4 | IMKTA |
Ingles Markets Inc
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|
14,604 | $1,312,753 | |
| 5 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
13,606 | $351,715 | |
| 6 | GO |
Grocery Outlet Holding Corp.
|
20,005 | $141,035 |
All Filings in IMKTA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,312,753 | 14,604 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $753,638 | 10,994 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $667,289 | 9,593 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $570,546 | 9,002 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $569,561 | 8,745 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $472,667 | 7,335 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $423,056 | 5,671 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $297,287 | 4,333 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $317,608 | 4,142 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $353,339 | 4,091 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $426,367 | 5,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $232,577 | 2,814 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $267,874 | 3,020 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||