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Dogwood Wealth Management’s Kroger KR Stock Holding History

Dogwood Wealth Management’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 		$59.5K Sell
1,071
-2,194
-67% -$143K 0.02% 145
2026
Q1 		$236K Sell
3,265
-4,631
-59% -$313K 0.1% 79
2025
Q4 		$493K Sell
7,896
-436
-5% -$28.5K 0.22% 71
2025
Q3 		$562K Sell
8,332
-1,849
-18% -$129K 0.26% 68
2025
Q2 		$710K Sell
10,181
-653
-6% -$45.1K 0.35% 62
2025
Q1 		$733K Buy
10,834
+823
+8% +$52.2K 0.39% 53
2024
Q4 		$612K Buy
10,011
+804
+9% +$47.2K 0.32% 61
2024
Q3 		$528K Buy
9,207
+5,344
+138% +$287K 0.3% 57
2024
Q2 		$193K Buy
3,863
+1,941
+101% +$105K 0.12% 86
2024
Q1 		$110K Buy
1,922
+225
+13% +$11.1K 0.07% 96
2023
Q4 		$77.6K Buy
+1,697
New +$75.4K 0.06% 114

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Dogwood Wealth Management's KR Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Kroger (KR) stake by 67% in Q2 2026, selling an estimated $143K and leaving 1,071 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #145.

Dogwood Wealth Management first reported a position in KR in Q4 2023 and has held it in 11 quarters since. The position peaked at $733K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Dogwood Wealth Management held 1,071 shares of Kroger worth $59.5K as of Q2 2026.
  • Dogwood Wealth Management sold 2,194 Kroger shares in Q2 2026, an estimated $143K.
  • Kroger made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Dogwood Wealth Management first reported a position in Kroger in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Kroger position peaked at $733K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.