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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Creative Planning's KR Position: Q1 2026 in Review

Creative Planning increased its Kroger (KR) stake by 15% in Q1 2026, buying an estimated $2.49M and bringing the position to 280,441 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #446.

Creative Planning first reported a position in KR in Q2 2013 and has held it in 52 quarters since. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Creative Planning held 280,441 shares of Kroger worth $20.3M as of Q1 2026.
Creative Planning bought 36,767 Kroger shares in Q1 2026, an estimated $2.49M.
Kroger made up 0.01% of Creative Planning's portfolio in Q1 2026, its #446 holding.
Creative Planning first reported a position in Kroger in Q2 2013 and has held it in 52 quarters since.
1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.