WCM Investment Management
GO icon

WCM Investment Management’s Grocery Outlet GO Stock Holding History

WCM Investment 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
2025
Q1 		– Sell
-1,212,282
Closed -$18.2M – 289
2024
Q4 		$18.2M Sell
1,212,282
-51,851
-4% -$902K 0.04% 103
2024
Q3 		$22.3M Buy
1,264,133
+46,632
+4% +$882K 0.05% 87
2024
Q2 		$26.9M Buy
1,217,501
+342,256
+39% +$8.11M 0.06% 78
2024
Q1 		$25.2M Sell
875,245
-71,429
-8% -$1.88M 0.06% 78
2023
Q4 		$25.5M Buy
946,674
+43,352
+5% +$1.21M 0.07% 76
2023
Q3 		$26.1M Buy
903,322
+3,877
+0.4% +$123K 0.08% 61
2023
Q2 		$27.6M Sell
899,445
-2,099
-0.2% -$61.4K 0.08% 61
2023
Q1 		$25.5M Sell
901,544
-11,120
-1% -$319K 0.08% 61
2022
Q4 		$26.6M Buy
912,664
+1,925
+0.2% +$60.4K 0.09% 65
2022
Q3 		$30.2M Sell
910,739
-203,718
-18% -$8.28M 0.11% 57
2022
Q2 		$47.8M Sell
1,114,457
-212,304
-16% -$7.76M 0.17% 49
2022
Q1 		$43.5M Sell
1,326,761
-520,500
-28% -$14.5M 0.12% 50
2021
Q4 		$52.2M Buy
1,847,261
+399,357
+28% +$10.3M 0.12% 46
2021
Q3 		$31.2M Buy
1,447,904
+784,544
+118% +$22.6M 0.07% 60
2021
Q2 		$23M Buy
+663,360
New +$24.3M 0.06% 64

Other funds holding GO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management's GO Position: Q1 2025 in Review

WCM Investment Management sold out of Grocery Outlet (GO) in Q1 2025, closing a stake of 1,212,282 shares — an estimated $18.2M sold.

WCM Investment Management first reported a position in GO in Q2 2021 and held it in 15 quarters. The position peaked at $52.2M in Q4 2021. 228 funds tracked by Wall St. Rank hold GO as of Q1 2025.

  • WCM Investment Management reported no remaining Grocery Outlet position as of Q1 2025 after selling out during the quarter.
  • WCM Investment Management sold 1,212,282 Grocery Outlet shares in Q1 2025, an estimated $18.2M.
  • WCM Investment Management first reported a position in Grocery Outlet in Q2 2021 and held it in 15 quarters.
  • WCM Investment Management's Grocery Outlet position peaked at $52.2M in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2025.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.