Corient Private Wealth
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Corient Private Wealth’s Kroger KR Stock Holding History

Corient Private Wealth’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 		$27.6M Sell
381,784
-335,514
-47% -$22.7M 0.04% 335
2025
Q4 		$43M Buy
717,298
+398,908
+125% +$26.1M 0.03% 396
2025
Q3 		$21.5M Sell
318,390
-59,728
-16% -$4.16M 0.03% 379
2025
Q2 		$27.1M Buy
378,118
+20,568
+6% +$1.42M 0.04% 337
2025
Q1 		$24.2M Sell
357,550
-7,939
-2% -$503K 0.04% 360
2024
Q4 		$22.3M Sell
365,489
-20,909
-5% -$1.23M 0.04% 374
2024
Q3 		$22.1M Buy
386,398
+41,166
+12% +$2.21M 0.03% 400
2024
Q2 		$17.2M Buy
345,232
+1,498
+0.4% +$80.7K 0.03% 416
2024
Q1 		$19.6M Sell
343,734
-3,841
-1% -$189K 0.04% 394
2023
Q4 		$15.9M Sell
347,575
-2,746
-0.8% -$122K 0.03% 431
2023
Q3 		$15.7M Buy
350,321
+19,883
+6% +$935K 0.04% 401
2023
Q2 		$15.5M Sell
330,438
-28,999
-8% -$1.38M 0.04% 393
2023
Q1 		$17.7M Buy
359,437
+52,110
+17% +$2.38M 0.05% 336
2022
Q4 		$13.7M Buy
+307,327
New +$14.1M 0.05% 317

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

Corient Private Wealth's KR Position: Q1 2026 in Review

Corient Private Wealth reduced its Kroger (KR) stake by 47% in Q1 2026, selling an estimated $22.7M and leaving 381,784 shares worth $27.6M. The position accounts for 0.04% of the portfolio, ranked #335.

Corient Private Wealth first reported a position in KR in Q4 2022 and has held it in 14 quarters since. The position peaked at $43M in Q4 2025. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Corient Private Wealth held 381,784 shares of Kroger worth $27.6M as of Q1 2026.
  • Corient Private Wealth sold 335,514 Kroger shares in Q1 2026, an estimated $22.7M.
  • Kroger made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #335 holding.
  • Corient Private Wealth first reported a position in Kroger in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Kroger position peaked at $43M in Q4 2025.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.