Creative Planning
GO icon

Creative Planning’s Grocery Outlet GO Stock Holding History

Creative Planning’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
Q2 		$1.92M Buy
192,007
+157,226
+452% +$1.29M ﹤0.01% 2120
2026
Q1 		$245K Buy
34,781
+11,564
+50% +$100K ﹤0.01% 3589
2025
Q4 		$234K Sell
23,217
-20,808
-47% -$262K ﹤0.01% 3429
2025
Q3 		$707K Buy
44,025
+27,921
+173% +$446K ﹤0.01% 2423
2025
Q2 		$200K Buy
16,104
+3,263
+25% +$46.4K ﹤0.01% 3220
2025
Q1 		$180K Sell
12,841
-643
-5% -$9.51K ﹤0.01% 3112
2024
Q4 		$210K Buy
13,484
+2,206
+20% +$38.4K ﹤0.01% 2939
2024
Q3 		$198K Buy
+11,278
New +$213K ﹤0.01% 2843

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
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's GO Position: Q2 2026 in Review

Creative Planning increased its Grocery Outlet (GO) stake by 452% in Q2 2026, buying an estimated $1.29M and bringing the position to 192,007 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

Creative Planning first reported a position in GO in Q3 2024 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • Creative Planning held 192,007 shares of Grocery Outlet worth $1.92M as of Q2 2026.
  • Creative Planning bought 157,226 Grocery Outlet shares in Q2 2026, an estimated $1.29M.
  • Grocery Outlet made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2120 holding.
  • Creative Planning first reported a position in Grocery Outlet in Q3 2024 and has held it in 8 quarters since.
  • 245 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.