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Evergreen Wealth Solutions’s Kroger KR Stock Holding History

Evergreen Wealth Solutions’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
-3,218
Closed -$233K – 521
2026
Q1 		$233K Buy
+3,218
New +$218K 0.02% 373

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Vanguard Capital Management
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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

Evergreen Wealth Solutions's KR Position: Q2 2026 in Review

Evergreen Wealth Solutions sold out of Kroger (KR) in Q2 2026, closing a stake of 3,218 shares — an estimated $233K sold.

Evergreen Wealth Solutions first reported a position in KR in Q1 2026 and held it in 1 quarter. The position peaked at $233K in Q1 2026. 1,313 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Evergreen Wealth Solutions reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 3,218 Kroger shares in Q2 2026, an estimated $233K.
  • Evergreen Wealth Solutions first reported a position in Kroger in Q1 2026 and held it in 1 quarter.
  • Evergreen Wealth Solutions's Kroger position peaked at $233K in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.