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Cooper Financial Group’s Kroger KR Stock Holding History

Cooper Financial Group’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 		$331K Sell
5,962
-234
-4% -$15.3K 0.03% 325
2026
Q1 		$448K Sell
6,196
-1,851
-23% -$125K 0.05% 263
2025
Q4 		$503K Sell
8,047
-364
-4% -$23.8K 0.05% 238
2025
Q3 		$567K Sell
8,411
-360
-4% -$25.1K 0.06% 220
2025
Q2 		$629K Buy
8,771
+2,987
+52% +$206K 0.07% 205
2025
Q1 		$392K Buy
5,784
+418
+8% +$26.5K 0.05% 269
2024
Q4 		$328K Buy
5,366
+190
+4% +$11.1K 0.04% 295
2024
Q3 		$297K Sell
5,176
-60
-1% -$3.22K 0.04% 311
2024
Q2 		$261K Buy
5,236
+162
+3% +$8.72K 0.04% 323
2024
Q1 		$290K Sell
5,074
-1,519
-23% -$74.8K 0.05% 291
2023
Q4 		$301K Sell
6,593
-40
-0.6% -$1.78K 0.05% 270
2023
Q3 		$297K Sell
6,633
-209
-3% -$9.83K 0.07% 258
2023
Q2 		$322K Buy
6,842
+154
+2% +$7.35K 0.08% 246
2023
Q1 		$330K Buy
6,688
+108
+2% +$4.94K 0.09% 228
2022
Q4 		$293K Sell
6,580
-74
-1% -$3.4K 0.09% 226
2022
Q3 		$291K Buy
6,654
+410
+7% +$19.5K 0.1% 190
2022
Q2 		$296K Buy
6,244
+1,256
+25% +$66.9K 0.11% 182
2022
Q1 		$286K Sell
4,988
-1,513
-23% -$75.1K 0.11% 180
2021
Q4 		$294K Buy
6,501
+754
+13% +$31.7K 0.11% 178
2021
Q3 		$232K Buy
5,747
+45
+0.8% +$1.89K 0.05% 218
2021
Q2 		$218K Buy
+5,702
New +$215K 0.04% 234

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

Cooper Financial Group's KR Position: Q2 2026 in Review

Cooper Financial Group reduced its Kroger (KR) stake by 3.8% in Q2 2026, selling an estimated $15.3K and leaving 5,962 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #325.

Cooper Financial Group first reported a position in KR in Q2 2021 and has held it in 21 quarters since. The position peaked at $629K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Cooper Financial Group held 5,962 shares of Kroger worth $331K as of Q2 2026.
  • Cooper Financial Group sold 234 Kroger shares in Q2 2026, an estimated $15.3K.
  • Kroger made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #325 holding.
  • Cooper Financial Group first reported a position in Kroger in Q2 2021 and has held it in 21 quarters since.
  • Cooper Financial Group's Kroger position peaked at $629K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.