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Beacon Pointe Advisors’s Kroger KR Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.52M Buy
20,965
+6,206
+42% +$420K 0.01% 829
2025
Q4 		$922K Buy
14,759
+3,709
+34% +$243K 0.01% 863
2025
Q3 		$745K Sell
11,050
-2,680
-20% -$187K 0.01% 866
2025
Q2 		$985K Sell
13,730
-382
-3% -$26.4K 0.01% 680
2025
Q1 		$955K Sell
14,112
-1,447
-9% -$91.7K 0.01% 651
2024
Q4 		$951K Sell
15,559
-3,740
-19% -$219K 0.01% 643
2024
Q3 		$1.11M Sell
19,299
-1,292
-6% -$69.3K 0.01% 608
2024
Q2 		$1.03M Buy
20,591
+36
+0.2% +$1.94K 0.01% 631
2024
Q1 		$1.17M Buy
20,555
+1,254
+6% +$61.8K 0.01% 644
2023
Q4 		$882K Sell
19,301
-2,497
-11% -$111K 0.01% 706
2023
Q3 		$975K Buy
21,798
+9,093
+72% +$428K 0.01% 636
2023
Q2 		$597K Sell
12,705
-7,804
-38% -$372K 0.01% 664
2023
Q1 		$1.01M Buy
20,509
+6,898
+51% +$315K 0.02% 544
2022
Q4 		$607K Sell
13,611
-183
-1% -$8.41K 0.01% 629
2022
Q3 		$601K Sell
13,794
-766
-5% -$36.4K 0.01% 586
2022
Q2 		$688K Sell
14,560
-20,744
-59% -$1.11M 0.01% 566
2022
Q1 		$2.02M Buy
35,304
+27,252
+338% +$1.35M 0.03% 443
2021
Q4 		$364K Buy
+8,052
New +$339K 0.01% 664
2021
Q3 		– Sell
-11,669
Closed -$447K – 941
2021
Q2 		$447K Buy
+11,669
New +$439K 0.02% 515

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Beacon Pointe Advisors's KR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Kroger (KR) stake by 42% in Q1 2026, buying an estimated $420K and bringing the position to 20,965 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #829.

Beacon Pointe Advisors first reported a position in KR in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.02M in Q1 2022. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Beacon Pointe Advisors held 20,965 shares of Kroger worth $1.52M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,206 Kroger shares in Q1 2026, an estimated $420K.
  • Kroger made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #829 holding.
  • Beacon Pointe Advisors first reported a position in Kroger in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Kroger position peaked at $2.02M in Q1 2022.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.