Financial Consulate’s Grocery Outlet GO Stock Holding History

Financial Consulate’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
2025 Q4	–	Sell	-34	Closed	-$546	–	1394
2025 Q3	$546	Buy	+34	New	+$543	﹤0.01%	973

Other funds holding GO

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Consulate's GO Position: Q4 2025 in Review

Financial Consulate sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 34 shares — an estimated $546 sold.

Financial Consulate first reported a position in GO in Q3 2025 and held it in 1 quarter. The position peaked at $546 in Q3 2025. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

Financial Consulate reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 34 Grocery Outlet shares in Q4 2025, an estimated $546.
Financial Consulate first reported a position in Grocery Outlet in Q3 2025 and held it in 1 quarter.
Financial Consulate's Grocery Outlet position peaked at $546 in Q3 2025.
240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.