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Alaethes Wealth’s Kroger KR Stock Holding History

Alaethes Wealth’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12M Sell
38,166
-35
-0.1% -$2.28K 0.62% 49
2026
Q1 		$2.76M Buy
38,201
+236
+0.6% +$16K 0.79% 34
2025
Q4 		$2.37M Sell
37,965
-325
-0.8% -$21.3K 0.67% 44
2025
Q3 		$2.58M Buy
38,290
+1,136
+3% +$79.1K 0.73% 39
2025
Q2 		$2.67M Buy
37,154
+4,834
+15% +$334K 0.8% 36
2025
Q1 		$2.19M Buy
32,320
+736
+2% +$46.6K 0.8% 42
2024
Q4 		$1.93M Buy
31,584
+324
+1% +$19K 0.69% 49
2024
Q3 		$1.79M Sell
31,260
-594
-2% -$31.9K 0.66% 53
2024
Q2 		$1.59M Buy
31,854
+352
+1% +$19K 0.66% 54
2024
Q1 		$1.8M Buy
31,502
+541
+2% +$26.6K 0.79% 49
2023
Q4 		$1.42M Buy
30,961
+575
+2% +$25.5K 0.67% 60
2023
Q3 		$1.36M Sell
30,386
-405
-1% -$19.1K 0.74% 53
2023
Q2 		$1.45M Buy
30,791
+1,076
+4% +$51.3K 0.79% 46
2023
Q1 		$1.47M Buy
29,715
+1,982
+7% +$90.6K 0.86% 39
2022
Q4 		$1.24M Buy
27,733
+2,005
+8% +$92.1K 0.85% 49
2022
Q3 		$1.13M Buy
25,728
+1,784
+7% +$84.8K 0.83% 42
2022
Q2 		$1.13M Buy
23,944
+23,454
+4,787% +$1.25M 0.84% 43
2022
Q1 		$28K Hold
490
– – 0.02% 155
2021
Q4 		$22K Hold
490
– – 0.01% 169
2021
Q3 		$20K Hold
490
– – 0.01% 163
2021
Q2 		$19K Buy
+490
New +$18.4K 0.01% 161

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alaethes Wealth's KR Position: Q2 2026 in Review

Alaethes Wealth reduced its Kroger (KR) stake by 0.09% in Q2 2026, selling an estimated $2.28K and leaving 38,166 shares worth $2.12M. The position accounts for 0.62% of the portfolio, ranked #49.

Alaethes Wealth first reported a position in KR in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.76M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Alaethes Wealth held 38,166 shares of Kroger worth $2.12M as of Q2 2026.
  • Alaethes Wealth sold 35 Kroger shares in Q2 2026, an estimated $2.28K.
  • Kroger made up 0.62% of Alaethes Wealth's portfolio in Q2 2026, its #49 holding.
  • Alaethes Wealth first reported a position in Kroger in Q2 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Kroger position peaked at $2.76M in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.