Creative Planning
IMKTA icon

Creative Planning’s Ingles Markets IMKTA Stock Holding History

Creative Planning’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 		$7.34M Buy
82,835
+25,644
+45% +$2.29M ﹤0.01% 1105
2026
Q1 		$5.14M Buy
57,191
+20,317
+55% +$1.65M ﹤0.01% 1174
2025
Q4 		$2.53M Buy
36,874
+7,741
+27% +$563K ﹤0.01% 1531
2025
Q3 		$2.03M Buy
29,133
+15,525
+114% +$1.03M ﹤0.01% 1535
2025
Q2 		$862K Buy
13,608
+7,564
+125% +$470K ﹤0.01% 1988
2025
Q1 		$394K Sell
6,044
-4,316
-42% -$275K ﹤0.01% 2513
2024
Q4 		$668K Buy
10,360
+3,512
+51% +$236K ﹤0.01% 1961
2024
Q3 		$511K Buy
6,848
+1,964
+40% +$144K ﹤0.01% 2093
2024
Q2 		$335K Buy
4,884
+1,301
+36% +$94.2K ﹤0.01% 2263
2024
Q1 		$275K Sell
3,583
-932
-21% -$74.5K ﹤0.01% 2324
2023
Q4 		$390K Buy
4,515
+1,652
+58% +$135K ﹤0.01% 1889
2023
Q3 		$216K Sell
2,863
-340
-11% -$27.4K ﹤0.01% 2183
2023
Q2 		$265K Sell
3,203
-550
-15% -$47.3K ﹤0.01% 2005
2023
Q1 		$333K Buy
3,753
+992
+36% +$92K ﹤0.01% 1740
2022
Q4 		$266K Buy
+2,761
New +$259K ﹤0.01% 1805
2016
Q1 		– Sell
-15
Closed -$1K – 4416
2015
Q4 		$1K Buy
+15
New +$749 ﹤0.01% 4207
2015
Q2 		– Sell
-350
Closed -$17K – 2005
2015
Q1 		$17K Buy
+350
New +$15.7K ﹤0.01% 2844

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

Creative Planning's IMKTA Position: Q2 2026 in Review

Creative Planning increased its Ingles Markets (IMKTA) stake by 45% in Q2 2026, buying an estimated $2.29M and bringing the position to 82,835 shares worth $7.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Creative Planning first reported a position in IMKTA in Q1 2015 and has held it in 17 quarters since. 238 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Creative Planning held 82,835 shares of Ingles Markets worth $7.34M as of Q2 2026.
  • Creative Planning bought 25,644 Ingles Markets shares in Q2 2026, an estimated $2.29M.
  • Ingles Markets made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1105 holding.
  • Creative Planning first reported a position in Ingles Markets in Q1 2015 and has held it in 17 quarters since.
  • 238 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

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