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Beacon Financial Strategies’s Kroger KR Stock Holding History

Beacon Financial Strategies’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 		$124K Hold
2,234
– – 0.06% 60
2026
Q1 		$162K Hold
2,234
– – 0.09% 46
2025
Q4 		$140K Buy
+2,234
New +$146K 0.08% 49

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 Strategies's KR Position: Q2 2026 in Review

Beacon Financial Strategies held its Kroger (KR) position steady in Q2 2026 at 2,234 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #60.

Beacon Financial Strategies first reported a position in KR in Q4 2025 and has held it in 3 quarters since. The position peaked at $162K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Beacon Financial Strategies held 2,234 shares of Kroger worth $124K as of Q2 2026.
  • Beacon Financial Strategies left its Kroger share count unchanged in Q2 2026.
  • Kroger made up 0.06% of Beacon Financial Strategies's portfolio in Q2 2026, its #60 holding.
  • Beacon Financial Strategies first reported a position in Kroger in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Kroger position peaked at $162K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.