Creative Planning
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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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning's KR Position: Q3 2026 in Review

Creative Planning increased its Kroger (KR) stake by 52% in Q3 2026, buying an estimated $8.86M and bringing the position to 448,001 shares worth $26.3M. The position accounts for 0.01% of the portfolio, ranked #434.

Creative Planning first reported a position in KR in Q2 2013 and has held it in 54 quarters since. 953 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Creative Planning held 448,001 shares of Kroger worth $26.3M as of Q3 2026.
  • Creative Planning bought 152,353 Kroger shares in Q3 2026, an estimated $8.86M.
  • Kroger made up 0.01% of Creative Planning's portfolio in Q3 2026, its #434 holding.
  • Creative Planning first reported a position in Kroger in Q2 2013 and has held it in 54 quarters since.
  • 953 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.