Evermay Wealth Management’s Kroger KR Stock Holding History

Evermay Wealth Management’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	$5.55K	Hold	100	–	–	﹤0.01%	558
2026 Q1	$7.24K	Hold	100	–	–	﹤0.01%	485
2025 Q4	$6.25K	Buy	+100	New	+$6.54K	﹤0.01%	474
2024 Q1	–	Sell	-8	Closed	-$366	–	685
2023 Q4	$366	Buy	+8	New	+$355	﹤0.01%	604
2018 Q1	–	Sell	-10,125	Closed	-$278K	–	142
2017 Q4	$278K	Sell	10,125 -2,000	-16%	-$46.6K	0.1%	107
2017 Q3	$243K	Buy	+12,125	New	+$273K	0.11%	90
2017 Q2	–	Sell	-8,195	Closed	-$242K	–	103
2017 Q1	$242K	Buy	+8,195	New	+$262K	0.11%	83

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evermay Wealth Management's KR Position: Q2 2026 in Review

Evermay Wealth Management held its Kroger (KR) position steady in Q2 2026 at 100 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Evermay Wealth Management first reported a position in KR in Q1 2017 and has held it in 7 quarters since. The position peaked at $278K in Q4 2017. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Evermay Wealth Management held 100 shares of Kroger worth $5.55K as of Q2 2026.
Evermay Wealth Management left its Kroger share count unchanged in Q2 2026.
Kroger made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #558 holding.
Evermay Wealth Management first reported a position in Kroger in Q1 2017 and has held it in 7 quarters since.
Evermay Wealth Management's Kroger position peaked at $278K in Q4 2017.
1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.