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Beacon Investment Advisory Services’s Kroger KR Stock Holding History

Beacon Investment Advisory Services’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 		$22.2K Sell
400
-125
-24% -$8.15K ﹤0.01% 535
2026
Q1 		$38K Buy
+525
New +$35.5K ﹤0.01% 473

Other funds holding KR

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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 Investment Advisory Services's KR Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Kroger (KR) stake by 24% in Q2 2026, selling an estimated $8.15K and leaving 400 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Beacon Investment Advisory Services first reported a position in KR in Q1 2026 and has held it in 2 quarters since. The position peaked at $38K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Beacon Investment Advisory Services held 400 shares of Kroger worth $22.2K as of Q2 2026.
  • Beacon Investment Advisory Services sold 125 Kroger shares in Q2 2026, an estimated $8.15K.
  • Kroger made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #535 holding.
  • Beacon Investment Advisory Services first reported a position in Kroger in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Kroger position peaked at $38K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.