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Berger Financial Group’s Kroger KR Stock Holding History

Berger 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 		$5.37M Sell
96,626
-3,335
-3% -$218K 0.27% 80
2026
Q1 		$7.23M Buy
+99,961
New +$6.76M 0.4% 51
2025
Q2 		– Sell
-3,481
Closed -$236K – 428
2025
Q1 		$236K Sell
3,481
-100,382
-97% -$6.36M 0.02% 378
2024
Q4 		$6.35M Buy
103,863
+637
+0.6% +$37.4K 0.44% 49
2024
Q3 		$5.91M Sell
103,226
-575
-0.6% -$30.8K 0.43% 55
2024
Q2 		$5.18M Sell
103,801
-896
-0.9% -$48.2K 0.41% 60
2024
Q1 		$5.98M Buy
+104,697
New +$5.16M 0.49% 49
2022
Q1 		– Sell
-122,941
Closed -$5.56M – 281
2021
Q4 		$5.56M Buy
122,941
+2,774
+2% +$117K 0.74% 38
2021
Q3 		$4.86M Sell
120,167
-1,494
-1% -$62.7K 0.88% 34
2021
Q2 		$4.66M Buy
121,661
+2,846
+2% +$107K 0.84% 37
2021
Q1 		$4.28M Sell
118,815
-6,756
-5% -$231K 0.93% 38
2020
Q4 		$3.99M Buy
+125,571
New +$4.07M 0.7% 53

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Berger Financial Group reduced its Kroger (KR) stake by 3.3% in Q2 2026, selling an estimated $218K and leaving 96,626 shares worth $5.37M. The position accounts for 0.27% of the portfolio, ranked #80.

Berger Financial Group first reported a position in KR in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.23M in Q1 2026. 840 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Berger Financial Group held 96,626 shares of Kroger worth $5.37M as of Q2 2026.
  • Berger Financial Group sold 3,335 Kroger shares in Q2 2026, an estimated $218K.
  • Kroger made up 0.27% of Berger Financial Group's portfolio in Q2 2026, its #80 holding.
  • Berger Financial Group first reported a position in Kroger in Q4 2020 and has held it in 12 quarters since.
  • Berger Financial Group's Kroger position peaked at $7.23M in Q1 2026.
  • 840 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.