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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aspen Wealth Strategies's KR Position: Q1 2026 in Review

Aspen Wealth Strategies held its Kroger (KR) position steady in Q1 2026 at 9,884 shares worth $715K. The position accounts for 0.38% of the portfolio, ranked #44.

Aspen Wealth Strategies first reported a position in KR in Q3 2023 and has held it in 11 quarters since. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Aspen Wealth Strategies held 9,884 shares of Kroger worth $715K as of Q1 2026.
  • Aspen Wealth Strategies left its Kroger share count unchanged in Q1 2026.
  • Kroger made up 0.38% of Aspen Wealth Strategies's portfolio in Q1 2026, its #44 holding.
  • Aspen Wealth Strategies first reported a position in Kroger in Q3 2023 and has held it in 11 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.