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Calamos Wealth Management’s Kroger KR Stock Holding History

Calamos 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 		– Sell
-3,192
Closed -$231K – 525
2026
Q1 		$231K Sell
3,192
-1,834
-36% -$124K 0.01% 494
2025
Q4 		$314K Buy
+5,026
New +$329K 0.01% 352
2017
Q3 		– Sell
-35,067
Closed -$818K – 233
2017
Q2 		$818K Buy
35,067
+275
+0.8% +$7.8K 0.12% 148
2017
Q1 		$1.03M Buy
34,792
+1,574
+5% +$50.3K 0.15% 141
2016
Q4 		$1.15M Buy
+33,218
New +$1.08M 0.18% 145
2016
Q3 		– Sell
-39,933
Closed -$1.47M – 230
2016
Q2 		$1.47M Buy
+39,933
New +$1.44M 0.26% 129
2016
Q1 		– Sell
-6,341
Closed -$265K – 256
2015
Q4 		$265K Sell
6,341
-1,719
-21% -$66.6K 0.05% 219
2015
Q3 		$291K Sell
8,060
-160
-2% -$5.93K 0.07% 200
2015
Q2 		$298K Buy
8,220
+330
+4% +$12K 0.07% 197
2015
Q1 		$302K Hold
7,890
– – 0.08% 188
2014
Q4 		$253K Buy
7,890
+160
+2% +$4.63K 0.07% 196
2014
Q3 		$201K Buy
+7,730
New +$195K 0.06% 200

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

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

Calamos Wealth Management sold out of Kroger (KR) in Q2 2026, closing a stake of 3,192 shares — an estimated $231K sold.

Calamos Wealth Management first reported a position in KR in Q3 2014 and held it in 12 quarters. The position peaked at $1.47M in Q2 2016. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Calamos Wealth Management reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 3,192 Kroger shares in Q2 2026, an estimated $231K.
  • Calamos Wealth Management first reported a position in Kroger in Q3 2014 and held it in 12 quarters.
  • Calamos Wealth Management's Kroger position peaked at $1.47M in Q2 2016.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.