Creative Planning
KR icon

Creative Planning’s Kroger KR Stock Holding History

Creative Planning’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
2016
Q3 		– Sell
-1,000
Closed -$2K – 4662
2016
Q2 		$2K Hold
1,000
– – ﹤0.01% 4025
2016
Q1 		$4K Hold
1,000
– – ﹤0.01% 3701
2015
Q4 		$7K Hold
1,000
– – ﹤0.01% 3515
2015
Q3 		$3K Buy
+1,000
New +$37.1K ﹤0.01% 3826
2015
Q2 		– Sell
-2,000
Closed -$4K – 2116
2015
Q1 		$4K Buy
+2,000
New +$71.4K ﹤0.01% 3636

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

Creative Planning's KR Position: Q2 2026 in Review

Creative Planning increased its Kroger (KR) stake by 5.4% in Q2 2026, buying an estimated $992K and bringing the position to 295,648 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #592.

Creative Planning first reported a position in KR in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.3M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Creative Planning held 295,648 shares of Kroger worth $16.4M as of Q2 2026.
  • Creative Planning bought 15,207 Kroger shares in Q2 2026, an estimated $992K.
  • Kroger made up 0.01% of Creative Planning's portfolio in Q2 2026, its #592 holding.
  • Creative Planning first reported a position in Kroger in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Kroger position peaked at $20.3M in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.