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Beverly Hills Private Wealth’s Kroger KR Stock Holding History

Beverly Hills Private Wealth’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 		$5.5M Buy
99,038
+9,468
+11% +$618K 1.05% 27
2026
Q1 		$6.48M Buy
89,570
+1,862
+2% +$126K 1.08% 22
2025
Q4 		$5.48M Buy
87,708
+19,213
+28% +$1.26M 0.94% 25
2025
Q3 		$4.62M Buy
68,495
+10,121
+17% +$705K 0.81% 24
2025
Q2 		$4.19M Sell
58,374
-14,286
-20% -$987K 0.78% 28
2025
Q1 		$4.92M Buy
72,660
+4,566
+7% +$289K 0.97% 21
2024
Q4 		$4.16M Buy
68,094
+6,857
+11% +$402K 0.84% 26
2024
Q3 		$3.51M Buy
61,237
+21,522
+54% +$1.15M 0.71% 31
2024
Q2 		$1.98M Buy
39,715
+14,082
+55% +$758K 0.43% 62
2024
Q1 		$1.46M Buy
25,633
+13,896
+118% +$684K 0.34% 80
2023
Q4 		$536K Buy
11,737
+7,240
+161% +$322K 0.14% 154
2023
Q3 		$201K Buy
+4,497
New +$212K 0.06% 277

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

Beverly Hills Private Wealth's KR Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Kroger (KR) stake by 11% in Q2 2026, buying an estimated $618K and bringing the position to 99,038 shares worth $5.5M. The position accounts for 1.05% of the portfolio, ranked #27.

Beverly Hills Private Wealth first reported a position in KR in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.48M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Beverly Hills Private Wealth held 99,038 shares of Kroger worth $5.5M as of Q2 2026.
  • Beverly Hills Private Wealth bought 9,468 Kroger shares in Q2 2026, an estimated $618K.
  • Kroger made up 1.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Beverly Hills Private Wealth first reported a position in Kroger in Q3 2023 and has held it in 12 quarters since.
  • Beverly Hills Private Wealth's Kroger position peaked at $6.48M in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.