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Buckley Wealth Management’s Kroger KR Stock Holding History

Buckley 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 		$1.2M Sell
21,679
-625
-3% -$40.8K 0.3% 67
2026
Q1 		$1.61M Sell
22,304
-673
-3% -$45.5K 0.41% 43
2025
Q4 		$1.44M Buy
22,977
+256
+1% +$16.7K 0.38% 46
2025
Q3 		$1.53M Sell
22,721
-986
-4% -$68.7K 0.42% 41
2025
Q2 		$1.7M Sell
23,707
-250
-1% -$17.3K 0.51% 33
2025
Q1 		$1.62M Buy
23,957
+1,557
+7% +$98.7K 0.5% 33
2024
Q4 		$1.37M Buy
22,400
+25
+0.1% +$1.47K 0.42% 44
2024
Q3 		$1.28M Buy
22,375
+285
+1% +$15.3K 0.39% 49
2024
Q2 		$1.1M Sell
22,090
-220
-1% -$11.8K 0.35% 50
2024
Q1 		$1.27M Buy
+22,310
New +$1.1M 0.41% 42
2022
Q1 		– Sell
-26,170
Closed -$1.18M – 161
2021
Q4 		$1.18M Buy
26,170
+1,430
+6% +$60.1K 0.35% 52
2021
Q3 		$1M Buy
24,740
+395
+2% +$16.6K 0.32% 53
2021
Q2 		$933K Sell
24,345
-1,870
-7% -$70.4K 0.32% 56
2021
Q1 		$943K Buy
26,215
+6,305
+32% +$215K 0.35% 54
2020
Q4 		$632K Buy
19,910
+145
+0.7% +$4.7K 0.26% 64
2020
Q3 		$670K Sell
19,765
-5,365
-21% -$185K 0.3% 55
2020
Q2 		$851K Sell
25,130
-555
-2% -$18K 0.39% 49
2020
Q1 		$774K Sell
25,685
-100
-0.4% -$2.94K 0.42% 45
2019
Q4 		$748K Sell
25,785
-2,610
-9% -$69.2K 0.34% 52
2019
Q3 		$732K Buy
28,395
+1,330
+5% +$30.9K 0.36% 52
2019
Q2 		$588K Buy
27,065
+4,140
+18% +$101K 0.28% 76
2019
Q1 		$564K Buy
+22,925
New +$628K 0.27% 82

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

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

Buckley Wealth Management reduced its Kroger (KR) stake by 2.8% in Q2 2026, selling an estimated $40.8K and leaving 21,679 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #67.

Buckley Wealth Management first reported a position in KR in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.7M in Q2 2025. 1,307 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Buckley Wealth Management held 21,679 shares of Kroger worth $1.2M as of Q2 2026.
  • Buckley Wealth Management sold 625 Kroger shares in Q2 2026, an estimated $40.8K.
  • Kroger made up 0.3% of Buckley Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Buckley Wealth Management first reported a position in Kroger in Q1 2019 and has held it in 22 quarters since.
  • Buckley Wealth Management's Kroger position peaked at $1.7M in Q2 2025.
  • 1,307 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.