Cornerstone Planning Group’s Kroger KR Stock Holding History

Cornerstone Planning 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	$12.8K	Buy	223 +27	+14%	+$1.76K	﹤0.01%	811
2026 Q1	$13.1K	Buy	196 +91	+87%	+$6.16K	﹤0.01%	821
2025 Q4	$6.49K	Sell	105 -10	-9%	-$654	﹤0.01%	903
2025 Q3	$7.52K	Buy	115 +24	+26%	+$1.67K	﹤0.01%	843
2025 Q2	$6.53K	Buy	91 +26	+40%	+$1.8K	﹤0.01%	660
2025 Q1	$4.68K	Buy	65 +17	+35%	+$1.08K	﹤0.01%	756
2024 Q4	$2.9K	Hold	48	–	–	﹤0.01%	699
2024 Q3	$2.69K	Buy	48 +6	+14%	+$322	﹤0.01%	707
2024 Q2	$2.26K	Buy	42 +5	+14%	+$269	﹤0.01%	732
2024 Q1	$2.03K	Hold	37	–	–	﹤0.01%	663
2023 Q4	$1.69K	Hold	37	–	–	﹤0.01%	659
2023 Q3	$1.66K	Buy	+37	New	+$1.74K	﹤0.01%	695

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Planning Group's KR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Kroger (KR) stake by 14% in Q2 2026, buying an estimated $1.76K and bringing the position to 223 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Cornerstone Planning Group first reported a position in KR in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.1K in Q1 2026. 859 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Cornerstone Planning Group held 223 shares of Kroger worth $12.8K as of Q2 2026.
Cornerstone Planning Group bought 27 Kroger shares in Q2 2026, an estimated $1.76K.
Kroger made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #811 holding.
Cornerstone Planning Group first reported a position in Kroger in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's Kroger position peaked at $13.1K in Q1 2026.
859 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.