Avalon Trust’s Kroger KR Stock Holding History

Avalon Trust’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	$23.3K	Sell	420 -1,000	-70%	-$65.2K	﹤0.01%	356
2026 Q1	$103K	Buy	1,420 +1,000	+238%	+$67.6K	0.01%	212
2025 Q4	$26.2K	Sell	420 -10	-2%	-$654	﹤0.01%	336
2025 Q3	$29K	Buy	+430	New	+$29.9K	﹤0.01%	365
2024 Q3	–	Sell	-2,400	Closed	-$120K	–	325
2024 Q2	$120K	Hold	2,400	–	–	0.01%	160
2024 Q1	$137K	Hold	2,400	–	–	0.01%	157
2023 Q4	$110K	Hold	2,400	–	–	0.01%	157
2023 Q3	$107K	Hold	2,400	–	–	0.01%	147
2023 Q2	$113K	Hold	2,400	–	–	0.01%	154
2023 Q1	$118K	Buy	+2,400	New	+$110K	0.01%	147

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 $3.37T AUM 44.26% 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

Avalon Trust's KR Position: Q2 2026 in Review

Avalon Trust reduced its Kroger (KR) stake by 70% in Q2 2026, selling an estimated $65.2K and leaving 420 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Avalon Trust first reported a position in KR in Q1 2023 and has held it in 10 quarters since. The position peaked at $137K in Q1 2024. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Avalon Trust held 420 shares of Kroger worth $23.3K as of Q2 2026.
Avalon Trust sold 1,000 Kroger shares in Q2 2026, an estimated $65.2K.
Kroger made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #356 holding.
Avalon Trust first reported a position in Kroger in Q1 2023 and has held it in 10 quarters since.
Avalon Trust's Kroger position peaked at $137K in Q1 2024.
1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.