Heck Capital Advisors’s Grocery Outlet GO Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-4	Closed	-$62	–	464
2024 Q4	$62	Buy	+4	New	+$70	﹤0.01%	812

Other funds holding GO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heck Capital Advisors's GO Position: Q1 2025 in Review

Heck Capital Advisors sold out of Grocery Outlet (GO) in Q1 2025, closing a stake of 4 shares — an estimated $62 sold.

Heck Capital Advisors first reported a position in GO in Q4 2024 and held it in 1 quarter. The position peaked at $62 in Q4 2024. 228 funds tracked by Wall St. Rank hold GO as of Q1 2025.

Heck Capital Advisors reported no remaining Grocery Outlet position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 4 Grocery Outlet shares in Q1 2025, an estimated $62.
Heck Capital Advisors first reported a position in Grocery Outlet in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Grocery Outlet position peaked at $62 in Q4 2024.
228 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.