CAL
GO icon

Capital Advisors Ltd’s Grocery Outlet GO Stock Holding History

Capital Advisors Ltd’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15
Closed – – 1436
2025
Q3 		$0 Hold
15
– – ﹤0.01% 1438
2025
Q2 		$0 Hold
15
– – ﹤0.01% 1451
2025
Q1 		$0 Buy
+15
New +$222 ﹤0.01% 1434
2023
Q4 		– Sell
-97
Closed -$3K – 1366
2023
Q3 		$3K Buy
97
+17
+21% +$541 ﹤0.01% 932
2023
Q2 		$2K Hold
80
– – ﹤0.01% 1017
2023
Q1 		$2K Buy
+80
New +$2.3K ﹤0.01% 898
2022
Q4 		– Sell
-23
Closed -$1K – 1372
2022
Q3 		$1K Buy
23
+10
+77% +$407 ﹤0.01% 1021
2022
Q2 		$1K Buy
13
+5
+63% +$183 ﹤0.01% 786
2022
Q1 		$0 Buy
+8
New +$223 ﹤0.01% 1022

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisors Ltd's GO Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 15 shares.

Capital Advisors Ltd first reported a position in GO in Q1 2022 and held it in 9 quarters. The position peaked at $3K in Q3 2023. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 15 Grocery Outlet shares in Q4 2025.
  • Capital Advisors Ltd first reported a position in Grocery Outlet in Q1 2022 and held it in 9 quarters.
  • Capital Advisors Ltd's Grocery Outlet position peaked at $3K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.