Position in IMKTA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$885
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 238 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Cornerstone Planning Group LLC holds $20,174 across 8 Grocery Stores names. IMKTA ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
223 | $12,383 | |
| 2 | ACI |
Albertsons Companies, Inc.
|
169 | $2,286 | |
| 3 | WMK |
Weis Markets Inc
|
23 | $1,801 | |
| 4 | GO |
Grocery Outlet Holding Corp.
|
126 | $1,257 | |
| 5 | VLGEA |
Village Super Market Inc
|
21 | $885 | |
| 6 | IMKTA |
Ingles Markets Inc
This page
|
10 | $885 | |
| 7 | SFM |
Sprouts Farmers Market, Inc.
|
8 | $676 | |
| 8 | HCWC |
Healthy Choice Wellness Corp.
|
0 | $1 |
All Filings in IMKTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885 | 10 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||