PWPS
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Pinnacle Wealth Planning Services’s Grocery Outlet GO Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.3K Buy
1,235
+33
+3% +$272 ﹤0.01% 1986
2026
Q1 		$8.47K Sell
1,202
-3,573
-75% -$31K ﹤0.01% 2067
2025
Q4 		$48.2K Buy
+4,775
New +$60.1K 0.01% 1219
2021
Q1 		– Sell
-5
Closed – – 998
2020
Q4 		$0 Buy
+5
New +$202 ﹤0.01% 2273

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

Pinnacle Wealth Planning Services's GO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Grocery Outlet (GO) stake by 2.7% in Q2 2026, buying an estimated $272 and bringing the position to 1,235 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Pinnacle Wealth Planning Services first reported a position in GO in Q4 2020 and has held it in 4 quarters since. The position peaked at $48.2K in Q4 2025. 246 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,235 shares of Grocery Outlet worth $12.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 33 Grocery Outlet shares in Q2 2026, an estimated $272.
  • Grocery Outlet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1986 holding.
  • Pinnacle Wealth Planning Services first reported a position in Grocery Outlet in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Grocery Outlet position peaked at $48.2K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.