CSM Advisors
KR icon

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
Q3 		$9.22M Sell
157,270
-4,860
-3% -$283K 0.2% 113
2026
Q2 		$9M Sell
162,130
-1,381
-0.8% -$90.1K 0.19% 120
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

CSM Advisors's KR Position: Q3 2026 in Review

CSM Advisors reduced its Kroger (KR) stake by 3% in Q3 2026, selling an estimated $283K and leaving 157,270 shares worth $9.22M. The position accounts for 0.2% of the portfolio, ranked #113.

CSM Advisors first reported a position in KR in Q2 2025 and has held it in 6 quarters since. The position peaked at $24.3M in Q2 2025. 1,134 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • CSM Advisors held 157,270 shares of Kroger worth $9.22M as of Q3 2026.
  • CSM Advisors sold 4,860 Kroger shares in Q3 2026, an estimated $283K.
  • Kroger made up 0.2% of CSM Advisors's portfolio in Q3 2026, its #113 holding.
  • CSM Advisors first reported a position in Kroger in Q2 2025 and has held it in 6 quarters since.
  • CSM Advisors's Kroger position peaked at $24.3M in Q2 2025.
  • 1,134 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on CSM Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.