EFS
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Essex Financial Services’s Kroger KR Stock Holding History

Essex Financial Services’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 		$318K Buy
4,398
+406
+10% +$27.5K 0.02% 593
2025
Q4 		$249K Buy
3,992
+141
+4% +$9.22K 0.01% 671
2025
Q3 		$260K Buy
3,851
+313
+9% +$21.8K 0.02% 615
2025
Q2 		$254K Buy
+3,538
New +$244K 0.02% 592

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

Essex Financial Services's KR Position: Q1 2026 in Review

Essex Financial Services increased its Kroger (KR) stake by 10% in Q1 2026, buying an estimated $27.5K and bringing the position to 4,398 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #593.

Essex Financial Services first reported a position in KR in Q2 2025 and has held it in 4 quarters since. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Essex Financial Services held 4,398 shares of Kroger worth $318K as of Q1 2026.
  • Essex Financial Services bought 406 Kroger shares in Q1 2026, an estimated $27.5K.
  • Kroger made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #593 holding.
  • Essex Financial Services first reported a position in Kroger in Q2 2025 and has held it in 4 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.