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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
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 $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

Birchcreek Wealth Management's KR Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Kroger (KR) stake by 0.44% in Q1 2026, selling an estimated $1.28K and leaving 4,308 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #92.

Birchcreek Wealth Management first reported a position in KR in Q4 2020 and has held it in 11 quarters since. The position peaked at $397K in Q4 2024. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Birchcreek Wealth Management held 4,308 shares of Kroger worth $312K as of Q1 2026.
  • Birchcreek Wealth Management sold 19 Kroger shares in Q1 2026, an estimated $1.28K.
  • Kroger made up 0.15% of Birchcreek Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Birchcreek Wealth Management first reported a position in Kroger in Q4 2020 and has held it in 11 quarters since.
  • Birchcreek Wealth Management's Kroger position peaked at $397K in Q4 2024.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.