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Cape Investment Advisory’s Kroger KR Stock Holding History

Cape Investment Advisory’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 		$6.05K Buy
+109
New +$7.11K ﹤0.01% 981
2026
Q1 		– Sell
-87
Closed -$5.44K – 742
2025
Q4 		$5.44K Hold
87
– – ﹤0.01% 886
2025
Q3 		$5.87K Sell
87
-609
-88% -$42.4K 0.01% 489
2025
Q2 		$49.9K Hold
696
– – 0.02% 368
2025
Q1 		$47.1K Sell
696
-22
-3% -$1.39K 0.02% 346
2024
Q4 		$43.9K Sell
718
-16
-2% -$939 0.02% 347
2024
Q3 		$42.1K Hold
734
– – 0.02% 343
2024
Q2 		$36.6K Sell
734
-175
-19% -$9.42K 0.02% 336
2024
Q1 		$51.9K Buy
909
+8
+0.9% +$394 0.02% 305
2023
Q4 		$41.2K Buy
901
+4
+0.4% +$178 0.02% 382
2023
Q3 		$40.2K Buy
897
+3
+0.3% +$141 0.02% 327
2023
Q2 		$42K Buy
894
+91
+11% +$4.34K 0.02% 312
2023
Q1 		$39.6K Buy
+803
New +$36.7K 0.02% 307

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

Cape Investment Advisory's KR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Kroger (KR) in Q2 2026: 109 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KR as recently as Q4 2025.

Cape Investment Advisory first reported a position in KR in Q1 2023 and has held it in 13 quarters since. The position peaked at $51.9K in Q1 2024. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Cape Investment Advisory held 109 shares of Kroger worth $6.05K as of Q2 2026.
  • Kroger was a new Cape Investment Advisory position in Q2 2026.
  • Kroger made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #981 holding.
  • Cape Investment Advisory first reported a position in Kroger in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Kroger position peaked at $51.9K in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.