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Everhart Financial Group’s Kroger KR Stock Holding History

Everhart Financial 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
Q2 		$661K Sell
11,910
-1,701
-12% -$111K 0.04% 233
2026
Q1 		$985K Buy
13,611
+2,217
+19% +$150K 0.08% 177
2025
Q4 		$712K Sell
11,394
-1,808
-14% -$118K 0.07% 214
2025
Q3 		$890K Buy
13,202
+2,422
+22% +$169K 0.09% 165
2025
Q2 		$773K Buy
10,780
+1,125
+12% +$77.7K 0.09% 159
2025
Q1 		$654K Buy
9,655
+1,312
+16% +$83.1K 0.09% 159
2024
Q4 		$510K Buy
8,343
+908
+12% +$53.3K 0.11% 182
2024
Q3 		$426K Buy
7,435
+586
+9% +$31.4K 0.09% 212
2024
Q2 		$342K Buy
6,849
+2,124
+45% +$114K 0.09% 210
2024
Q1 		$270K Buy
+4,725
New +$233K 0.08% 227
2023
Q4 		– Sell
-4,555
Closed -$204K – 247
2023
Q3 		$204K Sell
4,555
-155
-3% -$7.29K 0.09% 207
2023
Q2 		$221K Buy
4,710
+380
+9% +$18.1K 0.09% 194
2023
Q1 		$214K Buy
+4,330
New +$198K 0.1% 190
2022
Q4 		– Sell
-5,821
Closed -$255K – 212
2022
Q3 		$255K Sell
5,821
-575
-9% -$27.3K 0.14% 148
2022
Q2 		$303K Buy
+6,396
New +$341K 0.18% 119

Other funds holding KR

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Everhart Financial Group's KR Position: Q2 2026 in Review

Everhart Financial Group reduced its Kroger (KR) stake by 12% in Q2 2026, selling an estimated $111K and leaving 11,910 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #233.

Everhart Financial Group first reported a position in KR in Q2 2022 and has held it in 15 quarters since. The position peaked at $985K in Q1 2026. 230 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Everhart Financial Group held 11,910 shares of Kroger worth $661K as of Q2 2026.
  • Everhart Financial Group sold 1,701 Kroger shares in Q2 2026, an estimated $111K.
  • Kroger made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #233 holding.
  • Everhart Financial Group first reported a position in Kroger in Q2 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's Kroger position peaked at $985K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.