KERR FINANCIAL PLANNING Corp

Position in WMT — Walmart Inc.

CIK 2095947 FRESNO, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$128,663

+$49,746 QoQ

Shares Held

1,136

+78.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#4,223

of 4,378 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $757,705 across 5 Discount Stores names. WMT ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	579	$541,637
2	WMT	Walmart Inc. This page	1,136	$128,663
3	TGT	Target Corp	350	$45,713
4	DLTR	Dollar Tree, Inc.	300	$36,285
5	BJ	BJ's Wholesale Club Holdings, Inc.	62	$5,407

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$128,663	1,136	+78.9%	Shares	Sole	2026-07-02
2026-03-31	$78,917	635	+93.6%	Shares	Sole	2026-04-29
2025-12-31	$36,542	328	+156.2%	Shares	Sole	2026-02-10
2025-09-30	$13,191	128	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.