Position in WMK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$271,918
+$34,529 QoQ
Shares Held
3,976
+7.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,119,716 across 6 Grocery Stores names. WMK ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
442,323 | $32,006,492 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
25,601 | $1,974,605 | |
| 3 | IMKTA |
Ingles Markets Inc
|
5,222 | $469,405 | |
| 4 | ACI |
Albertsons Companies, Inc.
|
18,113 | $308,645 | |
| 5 | WMK |
Weis Markets Inc
This page
|
3,976 | $271,918 | |
| 6 | DNUT |
Krispy Kreme, Inc.
|
26,151 | $88,651 |
All Filings in WMK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||