DWA
KR icon

Delap Wealth Advisory’s Kroger KR Stock Holding History

Delap Wealth Advisory’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 		$374K Hold
5,168
– – 0.14% 66
2025
Q4 		$323K Hold
5,168
– – 0.12% 80
2025
Q3 		$344K Sell
5,168
-131
-2% -$9.12K 0.14% 63
2025
Q2 		$380K Hold
5,299
– – 0.18% 55
2025
Q1 		$359K Hold
5,299
– – 0.2% 54
2024
Q4 		$324K Hold
5,299
– – 0.19% 54
2024
Q3 		$304K Hold
5,299
– – 0.19% 46
2024
Q2 		$265K Sell
5,299
-11,500
-68% -$619K 0.12% 88
2024
Q1 		$960K Sell
16,799
-14,114
-46% -$695K 0.39% 42
2023
Q4 		$1.41M Buy
+30,913
New +$1.37M 0.64% 29

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

Delap Wealth Advisory's KR Position: Q1 2026 in Review

Delap Wealth Advisory held its Kroger (KR) position steady in Q1 2026 at 5,168 shares worth $374K. The position accounts for 0.14% of the portfolio, ranked #66.

Delap Wealth Advisory first reported a position in KR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2023. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Delap Wealth Advisory held 5,168 shares of Kroger worth $374K as of Q1 2026.
  • Delap Wealth Advisory left its Kroger share count unchanged in Q1 2026.
  • Kroger made up 0.14% of Delap Wealth Advisory's portfolio in Q1 2026, its #66 holding.
  • Delap Wealth Advisory first reported a position in Kroger in Q4 2023 and has held it in 10 quarters since.
  • Delap Wealth Advisory's Kroger position peaked at $1.41M in Q4 2023.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.