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Evergreen Capital Management’s Grocery Outlet GO Stock Holding History

Evergreen Capital Management’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 		$254K Buy
25,417
+9,334
+58% +$76.8K ﹤0.01% 1322
2026
Q1 		$113K Sell
16,083
-4,992
-24% -$43.4K ﹤0.01% 1457
2025
Q4 		$213K Buy
+21,075
New +$265K ﹤0.01% 1274

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

Evergreen Capital Management's GO Position: Q2 2026 in Review

Evergreen Capital Management increased its Grocery Outlet (GO) stake by 58% in Q2 2026, buying an estimated $76.8K and bringing the position to 25,417 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Evergreen Capital Management first reported a position in GO in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • Evergreen Capital Management held 25,417 shares of Grocery Outlet worth $254K as of Q2 2026.
  • Evergreen Capital Management bought 9,334 Grocery Outlet shares in Q2 2026, an estimated $76.8K.
  • Grocery Outlet made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1322 holding.
  • Evergreen Capital Management first reported a position in Grocery Outlet in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.