Position in IMKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,337,524
+$2,196,626 QoQ
Shares Held
82,835
+44.8% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 237 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $54,235,940 across 9 Grocery Stores names. IMKTA ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
295,648 | $16,417,332 | |
| 2 | WMK |
Weis Markets Inc
|
155,628 | $12,187,228 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
|
100,317 | $8,484,811 | |
| 4 | IMKTA |
Ingles Markets Inc
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|
82,835 | $7,337,524 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
255,397 | $3,455,521 | |
| 6 | VLGEA |
Village Super Market Inc
|
68,947 | $2,908,184 | |
| 7 | GO |
Grocery Outlet Holding Corp.
|
192,007 | $1,916,229 | |
| 8 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
30,770 | $954,485 |
All Filings in IMKTA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,337,524 | 82,835 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||