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Cassaday & Co Wealth Management’s Kroger KR Stock Holding History

Cassaday & Co 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 		$60K Hold
1,081
– – ﹤0.01% 593
2026
Q1 		$78.2K Buy
+1,081
New +$73.1K ﹤0.01% 513

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

Cassaday & Co Wealth Management's KR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Kroger (KR) position steady in Q2 2026 at 1,081 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Cassaday & Co Wealth Management first reported a position in KR in Q1 2026 and has held it in 2 quarters since. The position peaked at $78.2K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,081 shares of Kroger worth $60K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Kroger share count unchanged in Q2 2026.
  • Kroger made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #593 holding.
  • Cassaday & Co Wealth Management first reported a position in Kroger in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Kroger position peaked at $78.2K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.