Aspen Wealth Strategies’s Kroger KR Stock Holding History

Aspen Wealth Strategies’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	$549K	Hold	9,884	–	–	0.27%	52
2026 Q1	$715K	Hold	9,884	–	–	0.38%	44
2025 Q4	$618K	Hold	9,884	–	–	0.34%	46
2025 Q3	$666K	Hold	9,884	–	–	0.37%	37
2025 Q2	$709K	Hold	9,884	–	–	0.43%	36
2025 Q1	$669K	Hold	9,884	–	–	0.44%	43
2024 Q4	$604K	Hold	9,884	–	–	0.39%	42
2024 Q3	$566K	Hold	9,884	–	–	0.36%	42
2024 Q2	$542K	Hold	9,884	–	–	0.38%	41
2024 Q1	$565K	Sell	9,884 -500	-5%	-$24.6K	0.39%	38
2023 Q4	$475K	Buy	10,384 +4,417	+74%	+$196K	0.35%	45
2023 Q3	$267K	Buy	+5,967	New	+$281K	0.21%	58

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aspen Wealth Strategies's KR Position: Q2 2026 in Review

Aspen Wealth Strategies held its Kroger (KR) position steady in Q2 2026 at 9,884 shares worth $549K. The position accounts for 0.27% of the portfolio, ranked #52.

Aspen Wealth Strategies first reported a position in KR in Q3 2023 and has held it in 12 quarters since. The position peaked at $715K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Aspen Wealth Strategies held 9,884 shares of Kroger worth $549K as of Q2 2026.
Aspen Wealth Strategies left its Kroger share count unchanged in Q2 2026.
Kroger made up 0.27% of Aspen Wealth Strategies's portfolio in Q2 2026, its #52 holding.
Aspen Wealth Strategies first reported a position in Kroger in Q3 2023 and has held it in 12 quarters since.
Aspen Wealth Strategies's Kroger position peaked at $715K in Q1 2026.
1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.