AWM
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Aviso Wealth Management’s Kroger KR Stock Holding History

Aviso Wealth Management’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 		– Sell
-3,214
Closed -$233K – 148
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aviso Wealth Management's KR Position: Q2 2026 in Review

Aviso Wealth Management sold out of Kroger (KR) in Q2 2026, closing a stake of 3,214 shares — an estimated $233K sold.

Aviso Wealth Management first reported a position in KR in Q1 2024 and held it in 8 quarters. The position peaked at $282K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Aviso Wealth Management reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 3,214 Kroger shares in Q2 2026, an estimated $233K.
  • Aviso Wealth Management first reported a position in Kroger in Q1 2024 and held it in 8 quarters.
  • Aviso Wealth Management's Kroger position peaked at $282K in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.