Aviso Wealth Management’s Kroger KR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$233K Sell
3,214
-719
-18% -$48.6K 0.1% 129
2025
Q4
$246K Hold
3,933
0.1% 135
2025
Q3
$265K Hold
3,933
0.12% 123
2025
Q2
$282K Buy
3,933
+74
+2% +$5.11K 0.13% 119
2025
Q1
$261K Hold
3,859
0.14% 122
2024
Q4
$236K Hold
3,859
0.12% 128
2024
Q3
$221K Buy
+3,859
New +$207K 0.12% 138
2024
Q2
Sell
-3,859
Closed -$220K 153
2024
Q1
$220K Buy
+3,859
New +$190K 0.14% 140

Other funds holding KR

Aviso Wealth Management's KR Position: Q1 2026 in Review

Aviso Wealth Management reduced its Kroger (KR) stake by 18% in Q1 2026, selling an estimated $48.6K and leaving 3,214 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #129.

Aviso Wealth Management first reported a position in KR in Q1 2024 and has held it in 8 quarters since. The position peaked at $282K in Q2 2025. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Aviso Wealth Management held 3,214 shares of Kroger worth $233K as of Q1 2026.
  • Aviso Wealth Management sold 719 Kroger shares in Q1 2026, an estimated $48.6K.
  • Kroger made up 0.1% of Aviso Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Aviso Wealth Management first reported a position in Kroger in Q1 2024 and has held it in 8 quarters since.
  • Aviso Wealth Management's Kroger position peaked at $282K in Q2 2025.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

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