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Fiduciary Alliance’s Kroger KR Stock Holding History

Fiduciary Alliance’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 		$449K Sell
8,083
-130
-2% -$8.48K 0.03% 383
2026
Q1 		$547K Buy
8,213
+1,348
+20% +$91.2K 0.03% 357
2025
Q4 		$429K Buy
6,865
+2,041
+42% +$133K 0.03% 363
2025
Q3 		$325K Sell
4,824
-136
-3% -$9.47K 0.02% 403
2025
Q2 		$356K Buy
4,960
+23
+0.5% +$1.59K 0.03% 362
2025
Q1 		$334K Buy
4,937
+347
+8% +$22K 0.03% 298
2024
Q4 		$281K Buy
+4,590
New +$269K 0.03% 298
2023
Q3 		– Sell
-218
Closed -$10.2K – 597
2023
Q2 		$10.2K Buy
+218
New +$10.4K ﹤0.01% 552
2023
Q1 		– Sell
-513
Closed -$22.9K – 529
2022
Q4 		$22.9K Buy
+513
New +$23.6K 0.01% 298

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

Fiduciary Alliance's KR Position: Q2 2026 in Review

Fiduciary Alliance reduced its Kroger (KR) stake by 1.6% in Q2 2026, selling an estimated $8.48K and leaving 8,083 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #383.

Fiduciary Alliance first reported a position in KR in Q4 2022 and has held it in 9 quarters since. The position peaked at $547K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Fiduciary Alliance held 8,083 shares of Kroger worth $449K as of Q2 2026.
  • Fiduciary Alliance sold 130 Kroger shares in Q2 2026, an estimated $8.48K.
  • Kroger made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #383 holding.
  • Fiduciary Alliance first reported a position in Kroger in Q4 2022 and has held it in 9 quarters since.
  • Fiduciary Alliance's Kroger position peaked at $547K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.