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CreativeOne Wealth’s Kroger KR Stock Holding History

CreativeOne 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
Q2 		$534K Sell
9,614
-1,379
-13% -$90K 0.01% 774
2026
Q1 		$795K Buy
10,993
+1,267
+13% +$85.7K 0.02% 659
2025
Q4 		$608K Buy
9,726
+41
+0.4% +$2.68K 0.01% 726
2025
Q3 		$653K Sell
9,685
-458
-5% -$31.9K 0.02% 682
2025
Q2 		$728K Buy
10,143
+1,815
+22% +$125K 0.02% 634
2025
Q1 		$564K Sell
8,328
-2,939
-26% -$186K 0.02% 651
2024
Q4 		$689K Sell
11,267
-12,061
-52% -$708K 0.02% 602
2024
Q3 		$1.34M Buy
23,328
+3,972
+21% +$213K 0.05% 353
2024
Q2 		$966K Sell
19,356
-6,002
-24% -$323K 0.05% 336
2024
Q1 		$1.45M Buy
25,358
+14,519
+134% +$715K 0.06% 292
2023
Q4 		$495K Sell
10,839
-686
-6% -$30.5K 0.03% 376
2023
Q3 		$516K Sell
11,525
-3,187
-22% -$150K 0.04% 332
2023
Q2 		$691K Sell
14,712
-2,701
-16% -$129K 0.03% 404
2023
Q1 		$860K Buy
17,413
+2,900
+20% +$133K 0.04% 331
2022
Q4 		$647K Buy
14,513
+325
+2% +$14.9K 0.04% 365
2022
Q3 		$621K Sell
14,188
-3,039
-18% -$144K 0.04% 358
2022
Q2 		$815K Sell
17,227
-1,194
-6% -$63.6K 0.04% 298
2022
Q1 		$1.06M Buy
18,421
+851
+5% +$42.2K 0.05% 265
2021
Q4 		$795K Buy
17,570
+2,486
+16% +$105K 0.04% 336
2021
Q3 		$598K Buy
15,084
+4,039
+37% +$170K 0.04% 360
2021
Q2 		$424K Buy
11,045
+2,444
+28% +$92K 0.03% 428
2021
Q1 		$310K Buy
8,601
+1,216
+16% +$41.5K 0.02% 435
2020
Q4 		$235K Buy
7,385
+935
+14% +$30.3K 0.02% 445
2020
Q3 		$219K Buy
+6,450
New +$223K 0.03% 249

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

CreativeOne Wealth's KR Position: Q2 2026 in Review

CreativeOne Wealth reduced its Kroger (KR) stake by 13% in Q2 2026, selling an estimated $90K and leaving 9,614 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #774.

CreativeOne Wealth first reported a position in KR in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.45M in Q1 2024. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • CreativeOne Wealth held 9,614 shares of Kroger worth $534K as of Q2 2026.
  • CreativeOne Wealth sold 1,379 Kroger shares in Q2 2026, an estimated $90K.
  • Kroger made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #774 holding.
  • CreativeOne Wealth first reported a position in Kroger in Q3 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's Kroger position peaked at $1.45M in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.