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EP Wealth Advisors’s Kroger KR Stock Holding History

EP Wealth 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
Q2 		$1.82M Sell
32,754
-89
-0.3% -$5.81K 0.01% 604
2026
Q1 		$2.38M Sell
32,843
-1,451
-4% -$98.2K 0.01% 443
2025
Q4 		$2.14M Buy
+34,294
New +$2.24M 0.01% 429
2025
Q2 		$2.55M Buy
35,529
+22,838
+180% +$1.58M 0.02% 366
2025
Q1 		$859K Sell
12,691
-812
-6% -$51.5K 0.01% 544
2024
Q4 		$826K Sell
13,503
-2,735
-17% -$160K 0.01% 554
2024
Q3 		$930K Buy
16,238
+11,008
+210% +$591K 0.01% 516
2024
Q2 		$261K Buy
5,230
+128
+3% +$6.89K ﹤0.01% 689
2024
Q1 		$291K Buy
+5,102
New +$251K ﹤0.01% 633
2022
Q3 		– Sell
-2,913
Closed -$138K – 494
2022
Q2 		$138K Buy
+2,913
New +$155K ﹤0.01% 612

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

EP Wealth Advisors's KR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Kroger (KR) stake by 0.27% in Q2 2026, selling an estimated $5.81K and leaving 32,754 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #604.

EP Wealth Advisors first reported a position in KR in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.55M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • EP Wealth Advisors held 32,754 shares of Kroger worth $1.82M as of Q2 2026.
  • EP Wealth Advisors sold 89 Kroger shares in Q2 2026, an estimated $5.81K.
  • Kroger made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #604 holding.
  • EP Wealth Advisors first reported a position in Kroger in Q2 2022 and has held it in 10 quarters since.
  • EP Wealth Advisors's Kroger position peaked at $2.55M in Q2 2025.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.