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Birchcreek Wealth Management’s Kroger KR Stock Holding History

Birchcreek Wealth Management’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 		$253K Buy
4,564
+256
+6% +$16.7K 0.1% 125
2026
Q1 		$312K Sell
4,308
-19
-0.4% -$1.28K 0.15% 92
2025
Q4 		$270K Sell
4,327
-1,238
-22% -$81K 0.13% 98
2025
Q3 		$375K Buy
5,565
+125
+2% +$8.7K 0.19% 81
2025
Q2 		$390K Sell
5,440
-288
-5% -$19.9K 0.22% 77
2025
Q1 		$388K Sell
5,728
-760
-12% -$48.2K 0.24% 76
2024
Q4 		$397K Buy
6,488
+273
+4% +$16K 0.25% 78
2024
Q3 		$356K Sell
6,215
-728
-10% -$39.1K 0.23% 82
2024
Q2 		$347K Buy
6,943
+2,720
+64% +$146K 0.2% 101
2024
Q1 		$241K Buy
+4,223
New +$208K 0.13% 132
2023
Q3 		– Sell
-4,273
Closed -$201K – 137
2023
Q2 		$201K Buy
+4,273
New +$204K 0.14% 129
2021
Q1 		– Sell
-3,650
Closed -$115K – 206
2020
Q4 		$115K Buy
+3,650
New +$118K 0.11% 136

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

Birchcreek Wealth Management's KR Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Kroger (KR) stake by 5.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,564 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #125.

Birchcreek Wealth Management first reported a position in KR in Q4 2020 and has held it in 12 quarters since. The position peaked at $397K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Birchcreek Wealth Management held 4,564 shares of Kroger worth $253K as of Q2 2026.
  • Birchcreek Wealth Management bought 256 Kroger shares in Q2 2026, an estimated $16.7K.
  • Kroger made up 0.1% of Birchcreek Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Birchcreek Wealth Management first reported a position in Kroger in Q4 2020 and has held it in 12 quarters since.
  • Birchcreek Wealth Management's Kroger position peaked at $397K in Q4 2024.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.