Position in IMKTA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,140,898
+$2,613,186 QoQ
Shares Held
57,191
+55.1% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.48609046878005285.ToString("F0")%
Shared 0.ToString("F0")%
None 99.51390953121995.ToString("F0")%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $43,071,075 across 9 Grocery Stores names. IMKTA ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
280,441 | $20,292,710 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
90,198 | $6,956,971 | |
| 3 | IMKTA |
Ingles Markets Inc
This page
|
57,191 | $5,140,898 | |
| 4 | WMK |
Weis Markets Inc
|
61,676 | $4,218,021 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
192,178 | $3,274,713 | |
| 6 | VLGEA |
Village Super Market Inc
|
53,499 | $2,259,262 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
14,492 | $374,618 | |
| 8 | DNUT |
Krispy Kreme, Inc.
|
91,055 | $308,676 |
All Filings in IMKTA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,140,898 | 57,191 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,527,712 | 36,874 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,026,491 | 29,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $862,474 | 13,608 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $393,645 | 6,044 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $667,597 | 10,360 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $510,860 | 6,848 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $335,089 | 4,884 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $274,744 | 3,583 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $389,960 | 4,515 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $215,669 | 2,863 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $264,727 | 3,203 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $332,891 | 3,753 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $266,326 | 2,761 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||