AE Wealth Management’s Kroger KR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.91M Sell
40,284
-7,009
-15% -$474K 0.02% 539
2025
Q4
$2.95M Buy
47,293
+3,305
+8% +$216K 0.02% 502
2025
Q3
$2.97M Sell
43,988
-11,397
-21% -$794K 0.02% 463
2025
Q2
$3.97M Buy
55,385
+375
+0.7% +$25.9K 0.03% 395
2025
Q1
$3.72M Sell
55,010
-10,738
-16% -$680K 0.03% 399
2024
Q4
$4.02M Sell
65,748
-16,597
-20% -$974K 0.03% 381
2024
Q3
$4.72M Sell
82,345
-830
-1% -$44.5K 0.04% 348
2024
Q2
$4.15M Buy
83,175
+31,379
+61% +$1.69M 0.04% 367
2024
Q1
$2.96M Sell
51,796
-78,725
-60% -$3.88M 0.03% 407
2023
Q4
$6.04M Sell
130,521
-2,570
-2% -$114K 0.03% 538
2023
Q3
$5.96M Sell
133,091
-68,166
-34% -$3.21M 0.04% 503
2023
Q2
$9.46M Buy
201,257
+171,133
+568% +$8.16M 0.06% 380
2023
Q1
$1.49M Buy
30,124
+5,537
+23% +$253K 0.01% 900
2022
Q4
$1.1M Buy
24,587
+8,789
+56% +$404K 0.01% 948
2022
Q3
$691K Buy
15,798
+834
+6% +$39.6K 0.01% 1087
2022
Q2
$708K Sell
14,964
-1,623
-10% -$86.5K 0.01% 1021
2022
Q1
$952K Buy
16,587
+1,409
+9% +$69.9K 0.01% 935
2021
Q4
$687K Buy
15,178
+2,521
+20% +$106K ﹤0.01% 1117
2021
Q3
$512K Buy
12,657
+1,177
+10% +$49.4K ﹤0.01% 1162
2021
Q2
$440K Sell
11,480
-23,761
-67% -$894K ﹤0.01% 1189
2021
Q1
$1.27M Sell
35,241
-36,526
-51% -$1.25M 0.01% 700
2020
Q4
$2.28M Buy
71,767
+13,293
+23% +$431K 0.03% 458
2020
Q3
$1.98M Sell
58,474
-2,090
-3% -$72.2K 0.03% 419
2020
Q2
$2.05M Buy
60,564
+1,040
+2% +$33.7K 0.03% 404
2020
Q1
$1.79M Sell
59,524
-11,956
-17% -$351K 0.04% 333
2019
Q4
$2.07M Buy
71,480
+62
+0.1% +$1.64K 0.05% 335
2019
Q3
$1.84M Buy
71,418
+4,438
+7% +$103K 0.05% 296
2019
Q2
$1.45M Buy
+66,980
New +$1.63M 0.04% 307
2018
Q4
Sell
-6,935
Closed -$202K 548
2018
Q3
$202K Sell
6,935
-3,030
-30% -$90.2K 0.01% 562
2018
Q2
$284K Buy
9,965
+1,066
+12% +$26.8K 0.02% 344
2018
Q1
$213K Sell
8,899
-349
-4% -$9.48K 0.02% 396
2017
Q4
$254K Sell
9,248
-5,423
-37% -$126K 0.02% 353
2017
Q3
$294K Buy
14,671
+5,556
+61% +$125K 0.03% 313
2017
Q2
$213K Buy
9,115
+1,850
+25% +$52.5K 0.03% 348
2017
Q1
$214K Sell
7,265
-110
-1% -$3.51K 0.04% 252
2016
Q4
$255K Buy
+7,375
New +$240K 0.1% 165

Other funds holding KR

AE Wealth Management's KR Position: Q1 2026 in Review

AE Wealth Management reduced its Kroger (KR) stake by 15% in Q1 2026, selling an estimated $474K and leaving 40,284 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #539.

AE Wealth Management first reported a position in KR in Q4 2016 and has held it in 36 quarters since. The position peaked at $9.46M in Q2 2023. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • AE Wealth Management held 40,284 shares of Kroger worth $2.91M as of Q1 2026.
  • AE Wealth Management sold 7,009 Kroger shares in Q1 2026, an estimated $474K.
  • Kroger made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #539 holding.
  • AE Wealth Management first reported a position in Kroger in Q4 2016 and has held it in 36 quarters since.
  • AE Wealth Management's Kroger position peaked at $9.46M in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.