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Cherry Tree Wealth Management’s Kroger KR Stock Holding History

Cherry Tree 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 		$34.3K Sell
617
-206
-25% -$13.4K 0.01% 320
2026
Q1 		$59.6K Hold
823
– – 0.01% 252
2025
Q4 		$51.4K Hold
823
– – 0.01% 263
2025
Q3 		$55.5K Hold
823
– – 0.01% 253
2025
Q2 		$59K Sell
823
-10
-1% -$691 0.01% 246
2025
Q1 		$56.4K Hold
833
– – 0.01% 251
2024
Q4 		$50.9K Hold
833
– – 0.01% 250
2024
Q3 		$47.7K Hold
833
– – 0.01% 261
2024
Q2 		$41.6K Buy
833
+10
+1% +$538 0.01% 264
2024
Q1 		$47K Hold
823
– – 0.01% 251
2023
Q4 		$37.6K Hold
823
– – 0.01% 257
2023
Q3 		$36.8K Hold
823
– – 0.01% 249
2023
Q2 		$38.7K Buy
+823
New +$39.3K 0.01% 243

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's KR Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Kroger (KR) stake by 25% in Q2 2026, selling an estimated $13.4K and leaving 617 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #320.

Cherry Tree Wealth Management first reported a position in KR in Q2 2023 and has held it in 13 quarters since. The position peaked at $59.6K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Cherry Tree Wealth Management held 617 shares of Kroger worth $34.3K as of Q2 2026.
  • Cherry Tree Wealth Management sold 206 Kroger shares in Q2 2026, an estimated $13.4K.
  • Kroger made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Cherry Tree Wealth Management first reported a position in Kroger in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's Kroger position peaked at $59.6K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.