Altus Wealth Group
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Altus Wealth Group’s Kroger KR Stock Holding History

Altus Wealth Group’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
Q3 		$479K Sell
8,168
-50
-0.6% -$2.91K 0.18% 78
2026
Q2 		$456K Buy
8,218
+68
+0.8% +$4.44K 0.16% 97
2026
Q1 		$590K Buy
8,150
+383
+5% +$25.9K 0.24% 76
2025
Q4 		$485K Sell
7,767
-635
-8% -$41.5K 0.19% 88
2025
Q3 		$566K Buy
8,402
+45
+0.5% +$3.13K 0.23% 80
2025
Q2 		$599K Buy
8,357
+575
+7% +$39.7K 0.27% 72
2025
Q1 		$527K Buy
+7,782
New +$493K 0.25% 74
2021
Q1 		– Sell
-200
Closed -$6K – 493
2020
Q4 		$6K Buy
+200
New +$6.48K 0.01% 626

Other funds holding KR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Altus Wealth Group's KR Position: Q3 2026 in Review

Altus Wealth Group reduced its Kroger (KR) stake by 0.61% in Q3 2026, selling an estimated $2.91K and leaving 8,168 shares worth $479K. The position accounts for 0.18% of the portfolio, ranked #78.

Altus Wealth Group first reported a position in KR in Q4 2020 and has held it in 8 quarters since. The position peaked at $599K in Q2 2025. 844 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Altus Wealth Group held 8,168 shares of Kroger worth $479K as of Q3 2026.
  • Altus Wealth Group sold 50 Kroger shares in Q3 2026, an estimated $2.91K.
  • Kroger made up 0.18% of Altus Wealth Group's portfolio in Q3 2026, its #78 holding.
  • Altus Wealth Group first reported a position in Kroger in Q4 2020 and has held it in 8 quarters since.
  • Altus Wealth Group's Kroger position peaked at $599K in Q2 2025.
  • 844 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.