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CBIZ Investment Advisory Services’s Kroger KR Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-68
Closed -$4.25K – 597
2025
Q4 		$4.25K Sell
68
-32
-32% -$2.09K ﹤0.01% 532
2025
Q3 		$6.74K Buy
100
+44
+79% +$3.06K ﹤0.01% 403
2025
Q2 		$4.02K Buy
56
+31
+124% +$2.14K ﹤0.01% 458
2025
Q1 		$1.69K Buy
+25
New +$1.58K ﹤0.01% 496
2024
Q4 		– Sell
-119
Closed -$6.86K – 494
2024
Q3 		$6.86K Buy
+119
New +$6.38K ﹤0.01% 282

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

CBIZ Investment Advisory Services's KR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Kroger (KR) in Q1 2026, closing a stake of 68 shares — an estimated $4.25K sold.

CBIZ Investment Advisory Services first reported a position in KR in Q3 2024 and held it in 5 quarters. The position peaked at $6.86K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 68 Kroger shares in Q1 2026, an estimated $4.25K.
  • CBIZ Investment Advisory Services first reported a position in Kroger in Q3 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Kroger position peaked at $6.86K in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.