Position in WMK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$382,152
+$110,234 QoQ
Shares Held
4,880
+22.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 200 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $23,401,040 across 8 Grocery Stores names. WMK ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
339,677 | $18,862,263 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
25,265 | $2,136,913 | |
| 3 | GO |
Grocery Outlet Holding Corp.
|
55,657 | $555,456 | |
| 4 | IMKTA |
Ingles Markets Inc
|
6,130 | $542,995 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
30,054 | $406,630 | |
| 6 | WMK |
Weis Markets Inc
This page
|
4,880 | $382,152 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
11,122 | $345,004 | |
| 8 | DNUT |
Krispy Kreme, Inc.
|
48,053 | $169,627 |
All Filings in WMK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,152 | 4,880 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $271,918 | 3,976 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $237,389 | 3,704 | Shares | Sole | 2026-02-18 | |
| 2024-03-31 | $208,269 | 3,234 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $327,539 | 5,121 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $337,617 | 5,359 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $319,316 | 4,973 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $551,371 | 6,512 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $549,861 | 6,682 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $493,978 | 6,934 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $532,886 | 7,149 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $465,372 | 6,516 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $413,001 | 6,269 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $312,147 | 5,940 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $300,351 | 5,814 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $378,966 | 6,705 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $330,175 | 6,906 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||