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Exencial Wealth Advisors’s Kroger KR Stock Holding History

Exencial 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
Q1 		$289K Buy
3,993
+273
+7% +$18.5K 0.01% 488
2025
Q4 		$232K Sell
3,720
-117
-3% -$7.65K 0.01% 518
2025
Q3 		$259K Buy
3,837
+423
+12% +$29.5K 0.01% 472
2025
Q2 		$245K Buy
3,414
+339
+11% +$23.4K 0.01% 455
2025
Q1 		$208K Buy
+3,075
New +$195K 0.01% 479

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Exencial Wealth Advisors's KR Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Kroger (KR) stake by 7.3% in Q1 2026, buying an estimated $18.5K and bringing the position to 3,993 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #488.

Exencial Wealth Advisors first reported a position in KR in Q1 2025 and has held it in 5 quarters since. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Exencial Wealth Advisors held 3,993 shares of Kroger worth $289K as of Q1 2026.
  • Exencial Wealth Advisors bought 273 Kroger shares in Q1 2026, an estimated $18.5K.
  • Kroger made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #488 holding.
  • Exencial Wealth Advisors first reported a position in Kroger in Q1 2025 and has held it in 5 quarters since.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.