Center for Financial Planning’s Kroger KR Stock Holding History

Center for Financial Planning’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	$62.5K	Hold	1,126	–	–	0.01%	294
2026 Q1	$81.5K	Sell	1,126 -15	-1%	-$1.01K	0.01%	255
2025 Q4	$71.3K	Buy	1,141 +15	+1%	+$981	0.01%	262
2025 Q3	$75.9K	Hold	1,126	–	–	0.01%	262
2025 Q2	$80.8K	Hold	1,126	–	–	0.01%	243
2025 Q1	$76.2K	Hold	1,126	–	–	0.01%	237
2024 Q4	$68.9K	Hold	1,126	–	–	0.01%	236
2024 Q3	$64.5K	Buy	1,126 +1,026	+1,026%	+$55K	0.01%	224
2024 Q2	$4.99K	Hold	100	–	–	﹤0.01%	456
2024 Q1	$5.71K	Hold	100	–	–	﹤0.01%	461
2023 Q4	$4.57K	Hold	100	–	–	﹤0.01%	427
2023 Q3	$4.47K	Hold	100	–	–	﹤0.01%	421
2023 Q2	$4.7K	Hold	100	–	–	﹤0.01%	448
2023 Q1	$4.94K	Hold	100	–	–	﹤0.01%	418
2022 Q4	$4.46K	Hold	100	–	–	﹤0.01%	420
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	445
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	421
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	422
2021 Q4	$5K	Buy	+100	New	+$4.2K	﹤0.01%	431

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Center for Financial Planning's KR Position: Q2 2026 in Review

Center for Financial Planning held its Kroger (KR) position steady in Q2 2026 at 1,126 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #294.

Center for Financial Planning first reported a position in KR in Q4 2021 and has held it in 19 quarters since. The position peaked at $81.5K in Q1 2026. 775 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Center for Financial Planning held 1,126 shares of Kroger worth $62.5K as of Q2 2026.
Center for Financial Planning left its Kroger share count unchanged in Q2 2026.
Kroger made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #294 holding.
Center for Financial Planning first reported a position in Kroger in Q4 2021 and has held it in 19 quarters since.
Center for Financial Planning's Kroger position peaked at $81.5K in Q1 2026.
775 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.