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Clearstead Advisors’s Kroger KR Stock Holding History

Clearstead Advisors’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 		$1.24M Sell
22,317
-5,742
-20% -$375K 0.01% 497
2026
Q1 		$2.03M Buy
28,059
+9,920
+55% +$671K 0.02% 363
2025
Q4 		$1.13M Buy
18,139
+824
+5% +$53.9K 0.01% 442
2025
Q3 		$1.17M Sell
17,315
-148
-0.8% -$10.3K 0.02% 421
2025
Q2 		$1.25M Buy
17,463
+1,373
+9% +$94.8K 0.02% 392
2025
Q1 		$1.09M Sell
16,090
-23
-0.1% -$1.46K 0.02% 390
2024
Q4 		$985K Sell
16,113
-859
-5% -$50.4K 0.01% 413
2024
Q3 		$972K Sell
16,972
-63
-0.4% -$3.38K 0.02% 426
2024
Q2 		$851K Buy
17,035
+9,682
+132% +$521K 0.01% 426
2024
Q1 		$406K Buy
7,353
+307
+4% +$15.1K 0.02% 344
2023
Q4 		$322K Buy
7,046
+58
+0.8% +$2.58K 0.02% 384
2023
Q3 		$313K Buy
6,988
+26
+0.4% +$1.22K 0.02% 356
2023
Q2 		$327K Sell
6,962
-2,819
-29% -$134K 0.02% 352
2023
Q1 		$483K Buy
9,781
+2,525
+35% +$115K 0.04% 267
2022
Q4 		$323K Buy
7,256
+234
+3% +$10.8K 0.03% 318
2022
Q3 		$307K Buy
7,022
+134
+2% +$6.37K 0.03% 305
2022
Q2 		$326K Buy
6,888
+137
+2% +$7.3K 0.03% 302
2022
Q1 		$387K Buy
6,751
+21
+0.3% +$1.04K 0.03% 303
2021
Q4 		$305K Sell
6,730
-29
-0.4% -$1.22K 0.02% 324
2021
Q3 		$273K Buy
6,759
+103
+2% +$4.33K 0.02% 325
2021
Q2 		$255K Buy
6,656
+26
+0.4% +$979 0.02% 314
2021
Q1 		$239K Sell
6,630
-637
-9% -$21.8K 0.02% 311
2020
Q4 		$231K Buy
7,267
+635
+10% +$20.6K 0.02% 300
2020
Q3 		$225K Hold
6,632
– – 0.02% 268
2020
Q2 		$224K Hold
6,632
– – 0.03% 257
2020
Q1 		$200K Sell
6,632
-1,200
-15% -$35.2K 0.03% 238
2019
Q4 		$227K Buy
+7,832
New +$208K 0.03% 261
2017
Q1 		– Sell
-6,568
Closed -$227K – 224
2016
Q4 		$227K Buy
+6,568
New +$214K 0.04% 192

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

Clearstead Advisors's KR Position: Q2 2026 in Review

Clearstead Advisors reduced its Kroger (KR) stake by 20% in Q2 2026, selling an estimated $375K and leaving 22,317 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #497.

Clearstead Advisors first reported a position in KR in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.03M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Clearstead Advisors held 22,317 shares of Kroger worth $1.24M as of Q2 2026.
  • Clearstead Advisors sold 5,742 Kroger shares in Q2 2026, an estimated $375K.
  • Kroger made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #497 holding.
  • Clearstead Advisors first reported a position in Kroger in Q4 2016 and has held it in 28 quarters since.
  • Clearstead Advisors's Kroger position peaked at $2.03M in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.