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Crestwood Advisors Group’s Kroger KR Stock Holding History

Crestwood Advisors 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 		$361K Buy
6,506
+1,932
+42% +$126K 0.01% 608
2026
Q1 		$331K Buy
4,574
+388
+9% +$26.2K 0.01% 540
2025
Q4 		$262K Buy
4,186
+1,217
+41% +$79.6K ﹤0.01% 566
2025
Q3 		$200K Buy
+2,969
New +$207K ﹤0.01% 556
2017
Q2 		– Sell
-900
Closed -$26K – 311
2017
Q1 		$26K Buy
+900
New +$28.8K ﹤0.01% 342

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

Crestwood Advisors Group's KR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Kroger (KR) stake by 42% in Q2 2026, buying an estimated $126K and bringing the position to 6,506 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #608.

Crestwood Advisors Group first reported a position in KR in Q1 2017 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Crestwood Advisors Group held 6,506 shares of Kroger worth $361K as of Q2 2026.
  • Crestwood Advisors Group bought 1,932 Kroger shares in Q2 2026, an estimated $126K.
  • Kroger made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #608 holding.
  • Crestwood Advisors Group first reported a position in Kroger in Q1 2017 and has held it in 5 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.