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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
Q2 		– Sell
-4,398
Closed -$318K – 861
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 $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 $3.38T AUM 44.17% 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

Essex Financial Services's KR Position: Q2 2026 in Review

Essex Financial Services sold out of Kroger (KR) in Q2 2026, closing a stake of 4,398 shares — an estimated $318K sold.

Essex Financial Services first reported a position in KR in Q2 2025 and held it in 4 quarters. The position peaked at $318K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Essex Financial Services reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 4,398 Kroger shares in Q2 2026, an estimated $318K.
  • Essex Financial Services first reported a position in Kroger in Q2 2025 and held it in 4 quarters.
  • Essex Financial Services's Kroger position peaked at $318K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.