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Estate Planners Group’s Kroger KR Stock Holding History

Estate Planners Group’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 		– Sell
-3,711
Closed -$232K – 258
2025
Q4 		$232K Buy
+3,711
New +$243K 0.1% 66

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Estate Planners Group's KR Position: Q1 2026 in Review

Estate Planners Group sold out of Kroger (KR) in Q1 2026, closing a stake of 3,711 shares — an estimated $232K sold.

Estate Planners Group first reported a position in KR in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Estate Planners Group reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3,711 Kroger shares in Q1 2026, an estimated $232K.
  • Estate Planners Group first reported a position in Kroger in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Kroger position peaked at $232K in Q4 2025.
  • 1,387 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.