AWM
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Axxcess Wealth Management’s Kroger KR Stock Holding History

Axxcess 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 		$222K Buy
+4,000
New +$261K ﹤0.01% 971
2026
Q1 		– Sell
-5,000
Closed -$312K – 727
2025
Q4 		$312K Buy
5,000
+100
+2% +$6.54K 0.01% 833
2025
Q3 		$330K Hold
4,900
– – 0.01% 730
2025
Q2 		$351K Hold
4,900
– – 0.01% 681
2025
Q1 		$332K Sell
4,900
-1,000
-17% -$63.4K 0.01% 655
2024
Q4 		$361K Sell
5,900
-562
-9% -$33K 0.01% 621
2024
Q3 		$370K Hold
6,462
– – 0.01% 633
2024
Q2 		$323K Sell
6,462
-1,140
-15% -$61.4K 0.01% 631
2024
Q1 		$434K Buy
7,602
+1,990
+35% +$98K 0.01% 571
2023
Q4 		$257K Buy
+5,612
New +$249K 0.01% 697

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

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

Axxcess Wealth Management opened a new position in Kroger (KR) in Q2 2026: 4,000 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in KR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in KR in Q4 2023 and has held it in 10 quarters since. The position peaked at $434K in Q1 2024. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Axxcess Wealth Management held 4,000 shares of Kroger worth $222K as of Q2 2026.
  • Kroger was a new Axxcess Wealth Management position in Q2 2026.
  • Kroger made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #971 holding.
  • Axxcess Wealth Management first reported a position in Kroger in Q4 2023 and has held it in 10 quarters since.
  • Axxcess Wealth Management's Kroger position peaked at $434K in Q1 2024.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.