BFG
KR icon

Birch Financial Group’s Kroger KR Stock Holding History

Birch 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 		$342K Buy
6,154
+482
+8% +$31.4K 0.18% 99
2026
Q1 		$410K Buy
5,672
+1,511
+36% +$102K 0.24% 80
2025
Q4 		$260K Buy
+4,161
New +$272K 0.15% 111

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 $3.38T AUM 44.17% 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

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

Birch Financial Group increased its Kroger (KR) stake by 8.5% in Q2 2026, buying an estimated $31.4K and bringing the position to 6,154 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #99.

Birch Financial Group first reported a position in KR in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q1 2026. 1,319 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Birch Financial Group held 6,154 shares of Kroger worth $342K as of Q2 2026.
  • Birch Financial Group bought 482 Kroger shares in Q2 2026, an estimated $31.4K.
  • Kroger made up 0.18% of Birch Financial Group's portfolio in Q2 2026, its #99 holding.
  • Birch Financial Group first reported a position in Kroger in Q4 2025 and has held it in 3 quarters since.
  • Birch Financial Group's Kroger position peaked at $410K in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.