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EverSource Wealth Advisors’s Kroger KR Stock Holding History

EverSource Wealth Advisors’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 		$219K Sell
3,946
-1,073
-21% -$70K 0.01% 961
2026
Q1 		$363K Buy
5,019
+1,583
+46% +$107K 0.01% 754
2025
Q4 		$215K Sell
3,436
-289
-8% -$18.9K 0.01% 915
2025
Q3 		$251K Sell
3,725
-235
-6% -$16.4K 0.01% 794
2025
Q2 		$284K Buy
3,960
+1,167
+42% +$80.6K 0.01% 696
2025
Q1 		$189K Buy
2,793
+651
+30% +$41.3K 0.01% 683
2024
Q4 		$131K Buy
2,142
+227
+12% +$13.3K 0.01% 822
2024
Q3 		$110K Buy
1,915
+13
+0.7% +$697 0.01% 767
2024
Q2 		$104K Buy
1,902
+136
+8% +$7.32K 0.01% 781
2024
Q1 		$97.8K Sell
1,766
-34
-2% -$1.67K 0.01% 716
2023
Q4 		$82.3K Sell
1,800
-94
-5% -$4.17K 0.01% 714
2023
Q3 		$84.8K Buy
1,894
+58
+3% +$2.73K 0.01% 631
2023
Q2 		$86.3K Sell
1,836
-364
-17% -$17.4K 0.01% 630
2023
Q1 		$109K Sell
2,200
-21
-0.9% -$960 0.01% 519
2022
Q4 		$99K Sell
2,221
-466
-17% -$21.4K 0.02% 511
2022
Q3 		$117K Buy
2,687
+222
+9% +$10.5K 0.03% 388
2022
Q2 		$117K Buy
2,465
+1,269
+106% +$67.6K 0.03% 340
2022
Q1 		$69K Buy
1,196
+282
+31% +$14K 0.02% 410
2021
Q4 		$41K Buy
+914
New +$38.4K 0.01% 462

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 $3.37T 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

EverSource Wealth Advisors's KR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kroger (KR) stake by 21% in Q2 2026, selling an estimated $70K and leaving 3,946 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #961.

EverSource Wealth Advisors first reported a position in KR in Q4 2021 and has held it in 19 quarters since. The position peaked at $363K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • EverSource Wealth Advisors held 3,946 shares of Kroger worth $219K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,073 Kroger shares in Q2 2026, an estimated $70K.
  • Kroger made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #961 holding.
  • EverSource Wealth Advisors first reported a position in Kroger in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Kroger position peaked at $363K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.