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Clifford Swan Investment Counsel’s Kroger KR Stock Holding History

Clifford Swan Investment Counsel’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
-3,543
Closed -$256K – 347
2026
Q1 		$256K Hold
3,543
– – 0.01% 291
2025
Q4 		$221K Sell
3,543
-175
-5% -$11.4K 0.01% 311
2025
Q3 		$251K Buy
3,718
+8
+0.2% +$557 0.01% 297
2025
Q2 		$266K Buy
3,710
+2
+0.1% +$138 0.01% 277
2025
Q1 		$251K Hold
3,708
– – 0.01% 285
2024
Q4 		$227K Hold
3,708
– – 0.01% 293
2024
Q3 		$212K Buy
+3,708
New +$199K 0.01% 306
2024
Q2 		– Sell
-3,708
Closed -$212K – 309
2024
Q1 		$212K Buy
+3,708
New +$183K 0.01% 297
2019
Q2 		– Sell
-11,763
Closed -$289K – 320
2019
Q1 		$289K Hold
11,763
– – 0.02% 258
2018
Q4 		$323K Hold
11,763
– – 0.02% 235
2018
Q3 		$342K Sell
11,763
-839
-7% -$25K 0.02% 249
2018
Q2 		$359K Buy
12,602
+3,402
+37% +$85.5K 0.02% 239
2018
Q1 		$220K Hold
9,200
– – 0.01% 292
2017
Q4 		$253K Buy
+9,200
New +$214K 0.01% 273

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

Clifford Swan Investment Counsel's KR Position: Q2 2026 in Review

Clifford Swan Investment Counsel sold out of Kroger (KR) in Q2 2026, closing a stake of 3,543 shares — an estimated $256K sold.

Clifford Swan Investment Counsel first reported a position in KR in Q4 2017 and held it in 14 quarters. The position peaked at $359K in Q2 2018. 1,308 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Clifford Swan Investment Counsel reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 3,543 Kroger shares in Q2 2026, an estimated $256K.
  • Clifford Swan Investment Counsel first reported a position in Kroger in Q4 2017 and held it in 14 quarters.
  • Clifford Swan Investment Counsel's Kroger position peaked at $359K in Q2 2018.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.