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Capital Advisors Ltd’s Ingles Markets IMKTA Stock Holding History

Capital Advisors Ltd’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Hold
11
– – ﹤0.01% 1246
2026
Q1 		$1K Buy
+11
New +$892 ﹤0.01% 1234
2025
Q4 		– Sell
-10
Closed -$1K – 1453
2025
Q3 		$1K Buy
+10
New +$667 ﹤0.01% 1211
2025
Q1 		– Sell
-18
Closed -$1K – 1450
2024
Q4 		$1K Sell
18
-13
-42% -$875 ﹤0.01% 1222
2024
Q3 		$2K Hold
31
– – ﹤0.01% 1072
2024
Q2 		$2K Buy
+31
New +$2.24K ﹤0.01% 1060
2024
Q1 		– Sell
-2
Closed – – 1449
2023
Q4 		$0 Buy
+2
New +$163 ﹤0.01% 1379

Other funds holding IMKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

Capital Advisors Ltd's IMKTA Position: Q2 2026 in Review

Capital Advisors Ltd held its Ingles Markets (IMKTA) position steady in Q2 2026 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Capital Advisors Ltd first reported a position in IMKTA in Q4 2023 and has held it in 7 quarters since. The position peaked at $2K in Q3 2024. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Capital Advisors Ltd held 11 shares of Ingles Markets worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Ingles Markets share count unchanged in Q2 2026.
  • Ingles Markets made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1246 holding.
  • Capital Advisors Ltd first reported a position in Ingles Markets in Q4 2023 and has held it in 7 quarters since.
  • Capital Advisors Ltd's Ingles Markets position peaked at $2K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.