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Apella Capital’s Kroger KR Stock Holding History

Apella Capital’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 		$677K Buy
11,421
+126
+1% +$7.33K 0.01% 456
2026
Q2 		$661K Buy
11,295
+99
+0.9% +$6.46K 0.01% 422
2026
Q1 		$763K Buy
11,196
+1,021
+10% +$69.1K 0.01% 399
2025
Q4 		$636K Sell
10,175
-4
-0% -$262 0.01% 324
2025
Q3 		$701K Buy
10,179
+281
+3% +$19.6K 0.02% 286
2025
Q2 		$707K Buy
9,898
+104
+1% +$7.18K 0.02% 258
2025
Q1 		$645K Buy
+9,794
New +$621K 0.02% 234

Other funds holding KR

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital's KR Position: Q3 2026 in Review

Apella Capital increased its Kroger (KR) stake by 1.1% in Q3 2026, buying an estimated $7.33K and bringing the position to 11,421 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #456.

Apella Capital first reported a position in KR in Q1 2025 and has held it in 7 quarters since. The position peaked at $763K in Q1 2026. 58 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Apella Capital held 11,421 shares of Kroger worth $677K as of Q3 2026.
  • Apella Capital bought 126 Kroger shares in Q3 2026, an estimated $7.33K.
  • Kroger made up 0.01% of Apella Capital's portfolio in Q3 2026, its #456 holding.
  • Apella Capital first reported a position in Kroger in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's Kroger position peaked at $763K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.