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Concord Wealth Partners’s Kroger KR Stock Holding History

Concord Wealth Partners’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
-313
Closed -$19.6K – 528
2025
Q4 		$19.6K Sell
313
-70
-18% -$4.58K ﹤0.01% 446
2025
Q3 		$25.8K Hold
383
– – ﹤0.01% 421
2025
Q2 		$27.5K Hold
383
– – ﹤0.01% 424
2025
Q1 		$25.9K Sell
383
-241
-39% -$15.3K ﹤0.01% 403
2024
Q4 		$38.1K Buy
624
+2
+0.3% +$117 0.01% 373
2024
Q3 		$35.7K Sell
622
-9
-1% -$483 0.01% 385
2024
Q2 		$31.5K Sell
631
-169
-21% -$9.1K 0.01% 366
2024
Q1 		$45.7K Buy
800
+2
+0.3% +$98 0.01% 367
2023
Q4 		$36.5K Buy
798
+1
+0.1% +$44 0.01% 400
2023
Q3 		$35.7K Sell
797
-9,636
-92% -$453K 0.01% 423
2023
Q2 		$490K Buy
10,433
+4,860
+87% +$232K 0.11% 113
2023
Q1 		$275K Buy
5,573
+5,186
+1,340% +$237K 0.08% 125
2022
Q4 		$17.3K Buy
+387
New +$17.8K 0.01% 547
2022
Q3 		– Sell
-373
Closed -$18K – 686
2022
Q2 		$18K Sell
373
-155
-29% -$8.26K ﹤0.01% 562
2022
Q1 		$30K Buy
528
+86
+19% +$4.27K 0.01% 541
2021
Q4 		$20K Buy
442
+240
+119% +$10.1K ﹤0.01% 646
2021
Q3 		$8K Sell
202
-321
-61% -$13.5K ﹤0.01% 504
2021
Q2 		$20K Buy
523
+414
+380% +$15.6K 0.01% 503
2021
Q1 		$4K Buy
+109
New +$3.72K ﹤0.01% 719

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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

Concord Wealth Partners's KR Position: Q1 2026 in Review

Concord Wealth Partners sold out of Kroger (KR) in Q1 2026, closing a stake of 313 shares — an estimated $19.6K sold.

Concord Wealth Partners first reported a position in KR in Q1 2021 and held it in 19 quarters. The position peaked at $490K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Concord Wealth Partners reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 313 Kroger shares in Q1 2026, an estimated $19.6K.
  • Concord Wealth Partners first reported a position in Kroger in Q1 2021 and held it in 19 quarters.
  • Concord Wealth Partners's Kroger position peaked at $490K in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.