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Balance Wealth’s Kroger KR Stock Holding History

Balance Wealth’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
-3,838
Closed -$278K – 172
2026
Q1 		$278K Buy
3,838
+355
+10% +$24K 0.09% 126
2025
Q4 		$218K Buy
+3,483
New +$228K 0.07% 134

Other funds holding KR

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Balance Wealth's KR Position: Q2 2026 in Review

Balance Wealth sold out of Kroger (KR) in Q2 2026, closing a stake of 3,838 shares — an estimated $278K sold.

Balance Wealth first reported a position in KR in Q4 2025 and held it in 2 quarters. The position peaked at $278K in Q1 2026. 363 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Balance Wealth reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 3,838 Kroger shares in Q2 2026, an estimated $278K.
  • Balance Wealth first reported a position in Kroger in Q4 2025 and held it in 2 quarters.
  • Balance Wealth's Kroger position peaked at $278K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.