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CFG Wealth Management Services’s Kroger KR Stock Holding History

CFG Wealth Management 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
Q2 		– Sell
-75
Closed -$5.43K – 117
2026
Q1 		$5.43K Hold
75
– – ﹤0.01% 140
2025
Q4 		$4.69K Buy
+75
New +$4.91K ﹤0.01% 148

Other funds holding KR

BlackRock
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Berkshire Hathaway
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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

CFG Wealth Management Services's KR Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Kroger (KR) in Q2 2026, closing a stake of 75 shares — an estimated $5.43K sold.

CFG Wealth Management Services first reported a position in KR in Q4 2025 and held it in 2 quarters. The position peaked at $5.43K in Q1 2026. 1,307 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 75 Kroger shares in Q2 2026, an estimated $5.43K.
  • CFG Wealth Management Services first reported a position in Kroger in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's Kroger position peaked at $5.43K in Q1 2026.
  • 1,307 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.