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CSM Advisors’s Kroger KR Stock Holding History

CSM Advisors’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
Q1 		$11.8M Sell
163,511
-25,411
-13% -$1.72M 0.29% 88
2025
Q4 		$11.8M Buy
188,922
+15,017
+9% +$982K 0.32% 80
2025
Q3 		$11.7M Sell
173,905
-165,408
-49% -$11.5M 0.33% 80
2025
Q2 		$24.3M Buy
+339,313
New +$23.4M 0.71% 36

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

CSM Advisors's KR Position: Q1 2026 in Review

CSM Advisors reduced its Kroger (KR) stake by 13% in Q1 2026, selling an estimated $1.72M and leaving 163,511 shares worth $11.8M. The position accounts for 0.29% of the portfolio, ranked #88.

CSM Advisors first reported a position in KR in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.3M in Q2 2025. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • CSM Advisors held 163,511 shares of Kroger worth $11.8M as of Q1 2026.
  • CSM Advisors sold 25,411 Kroger shares in Q1 2026, an estimated $1.72M.
  • Kroger made up 0.29% of CSM Advisors's portfolio in Q1 2026, its #88 holding.
  • CSM Advisors first reported a position in Kroger in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Kroger position peaked at $24.3M in Q2 2025.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.