Financial Perspectives’s Kroger KR Stock Holding History

Financial Perspectives’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	$27.8K	Hold	500	–	–	0.01%	415
2026 Q1	$36.2K	Hold	500	–	–	0.01%	352
2025 Q4	$31.2K	Hold	500	–	–	0.01%	377
2025 Q3	$33.7K	Hold	500	–	–	0.01%	368
2025 Q2	$35.9K	Hold	500	–	–	0.01%	348
2025 Q1	$33.8K	Hold	500	–	–	0.01%	338
2024 Q4	$30.6K	Hold	500	–	–	0.01%	356
2024 Q3	$28.6K	Hold	500	–	–	0.01%	341
2024 Q2	$25K	Hold	500	–	–	0.01%	353
2024 Q1	$28.6K	Hold	500	–	–	0.01%	335
2023 Q4	$22.9K	Hold	500	–	–	0.01%	366
2023 Q3	$22.4K	Hold	500	–	–	0.01%	346
2023 Q2	$23.5K	Hold	500	–	–	0.01%	346
2023 Q1	$24.7K	Hold	500	–	–	0.01%	332
2022 Q4	$22.3K	Hold	500	–	–	0.01%	340
2022 Q3	$21.9K	Hold	500	–	–	0.01%	333
2022 Q2	$23.7K	Hold	500	–	–	0.01%	329
2022 Q1	$28.7K	Hold	500	–	–	0.01%	318
2021 Q4	$22.6K	Hold	500	–	–	0.01%	344
2021 Q3	$20.2K	Hold	500	–	–	0.01%	353
2021 Q2	$19.2K	Sell	500 -17,495	-97%	-$658K	0.01%	384
2021 Q1	$500K	Buy	17,995 +17,146	+2,020%	+$586K	0.02%	287
2020 Q4	$27K	Buy	849 +349	+70%	+$11.3K	0.02%	297
2020 Q3	$17K	Hold	500	–	–	0.01%	310
2020 Q2	$16.9K	Hold	500	–	–	0.01%	301
2020 Q1	$15.1K	Hold	500	–	–	0.01%	274
2019 Q4	$14.5K	Buy	+500	New	+$13.3K	0.01%	293

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

Financial Perspectives's KR Position: Q2 2026 in Review

Financial Perspectives held its Kroger (KR) position steady in Q2 2026 at 500 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #415.

Financial Perspectives first reported a position in KR in Q4 2019 and has held it in 27 quarters since. The position peaked at $500K in Q1 2021. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Financial Perspectives held 500 shares of Kroger worth $27.8K as of Q2 2026.
Financial Perspectives left its Kroger share count unchanged in Q2 2026.
Kroger made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #415 holding.
Financial Perspectives first reported a position in Kroger in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Kroger position peaked at $500K in Q1 2021.
1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.