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Beacon Financial Group’s Kroger KR Stock Holding History

Beacon Financial Group’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 		$313K Sell
5,639
-1,274
-18% -$83.1K 0.03% 312
2026
Q1 		$500K Sell
6,913
-98
-1% -$6.63K 0.05% 233
2025
Q4 		$438K Sell
7,011
-338
-5% -$22.1K 0.04% 242
2025
Q3 		$495K Sell
7,349
-90
-1% -$6.27K 0.05% 231
2025
Q2 		$534K Sell
7,439
-2
-0% -$138 0.06% 222
2025
Q1 		$504K Sell
7,441
-1,992
-21% -$126K 0.06% 221
2024
Q4 		$577K Sell
9,433
-18
-0.2% -$1.06K 0.06% 205
2024
Q3 		$542K Sell
9,451
-1,366
-13% -$73.3K 0.06% 210
2024
Q2 		$540K Buy
10,817
+155
+1% +$8.35K 0.06% 203
2024
Q1 		$609K Sell
10,662
-1,074
-9% -$52.9K 0.07% 199
2023
Q4 		$536K Sell
11,736
-502
-4% -$22.3K 0.07% 206
2023
Q3 		$568K Sell
12,238
-868
-7% -$40.8K 0.08% 169
2023
Q2 		$607K Sell
13,106
-1,320
-9% -$63K 0.08% 162
2023
Q1 		$705K Buy
+14,426
New +$659K 0.1% 156
2016
Q3 		– Sell
-10,266
Closed -$374K – 187
2016
Q2 		$374K Sell
10,266
-5,165
-33% -$186K 0.08% 139
2016
Q1 		$587K Sell
15,431
-379
-2% -$14.6K 0.13% 104
2015
Q4 		$668K Buy
15,810
+109
+0.7% +$4.22K 0.15% 87
2015
Q3 		$559K Buy
15,701
+1,291
+9% +$47.9K 0.14% 94
2015
Q2 		$523K Sell
14,410
-526
-4% -$19.1K 0.11% 105
2015
Q1 		$577K Buy
14,936
+3,292
+28% +$118K 0.13% 99
2014
Q4 		$375K Sell
11,644
-294
-2% -$8.51K 0.08% 124
2014
Q3 		$310K Buy
+11,938
New +$302K 0.07% 148

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

Beacon Financial Group's KR Position: Q2 2026 in Review

Beacon Financial Group reduced its Kroger (KR) stake by 18% in Q2 2026, selling an estimated $83.1K and leaving 5,639 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #312.

Beacon Financial Group first reported a position in KR in Q3 2014 and has held it in 22 quarters since. The position peaked at $705K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Beacon Financial Group held 5,639 shares of Kroger worth $313K as of Q2 2026.
  • Beacon Financial Group sold 1,274 Kroger shares in Q2 2026, an estimated $83.1K.
  • Kroger made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #312 holding.
  • Beacon Financial Group first reported a position in Kroger in Q3 2014 and has held it in 22 quarters since.
  • Beacon Financial Group's Kroger position peaked at $705K in Q1 2023.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.