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Cascade Investment Advisors’s Grocery Outlet GO Stock Holding History

Cascade Investment Advisors’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
2026
Q1 		– Sell
-87,565
Closed -$884K – 118
2025
Q4 		$884K Buy
87,565
+14,100
+19% +$177K 0.52% 82
2025
Q3 		$1.18M Buy
73,465
+10,365
+16% +$166K 0.71% 70
2025
Q2 		$784K Buy
+63,100
New +$897K 0.5% 81

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cascade Investment Advisors's GO Position: Q1 2026 in Review

Cascade Investment Advisors sold out of Grocery Outlet (GO) in Q1 2026, closing a stake of 87,565 shares — an estimated $884K sold.

Cascade Investment Advisors first reported a position in GO in Q2 2025 and held it in 3 quarters. The position peaked at $1.18M in Q3 2025. 226 funds tracked by Wall St. Rank hold GO as of Q1 2026.

  • Cascade Investment Advisors reported no remaining Grocery Outlet position as of Q1 2026 after selling out during the quarter.
  • Cascade Investment Advisors sold 87,565 Grocery Outlet shares in Q1 2026, an estimated $884K.
  • Cascade Investment Advisors first reported a position in Grocery Outlet in Q2 2025 and held it in 3 quarters.
  • Cascade Investment Advisors's Grocery Outlet position peaked at $1.18M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2026.

Based on Cascade Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.