Position in SFM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,907
New position
Shares Held
2,399
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 637 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, 2026Waverly Advisors, LLC holds $7,200,908 across 2 Grocery Stores names. SFM ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
126,022 | $6,998,001 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
This page
|
2,399 | $202,907 |
All Filings in SFM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,907 | 2,399 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||