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Compass Financial Services’s Kroger KR Stock Holding History

Compass Financial 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
Q1 		– Sell
-202
Closed -$12.6K – 161
2025
Q4 		$12.6K Buy
202
+1
+0.5% +$65 0.01% 180
2025
Q3 		$13.6K Buy
201
+1
+0.5% +$70 0.01% 186
2025
Q2 		$14.3K Buy
+200
New +$13.8K 0.01% 170

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Compass Financial Services's KR Position: Q1 2026 in Review

Compass Financial Services sold out of Kroger (KR) in Q1 2026, closing a stake of 202 shares — an estimated $12.6K sold.

Compass Financial Services first reported a position in KR in Q2 2025 and held it in 3 quarters. The position peaked at $14.3K in Q2 2025. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Compass Financial Services reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 202 Kroger shares in Q1 2026, an estimated $12.6K.
  • Compass Financial Services first reported a position in Kroger in Q2 2025 and held it in 3 quarters.
  • Compass Financial Services's Kroger position peaked at $14.3K in Q2 2025.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.