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Financial Planning Hawaii’s Kroger KR Stock Holding History

Financial Planning Hawaii’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 		$710K Sell
12,790
-185
-1% -$12.1K 0.38% 61
2026
Q1 		$939K Hold
12,975
– – 0.55% 46
2025
Q4 		$811K Buy
+12,975
New +$848K 0.47% 53

Other funds holding KR

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Financial Planning Hawaii's KR Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Kroger (KR) stake by 1.4% in Q2 2026, selling an estimated $12.1K and leaving 12,790 shares worth $710K. The position accounts for 0.38% of the portfolio, ranked #61.

Financial Planning Hawaii first reported a position in KR in Q4 2025 and has held it in 3 quarters since. The position peaked at $939K in Q1 2026. 732 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Financial Planning Hawaii held 12,790 shares of Kroger worth $710K as of Q2 2026.
  • Financial Planning Hawaii sold 185 Kroger shares in Q2 2026, an estimated $12.1K.
  • Kroger made up 0.38% of Financial Planning Hawaii's portfolio in Q2 2026, its #61 holding.
  • Financial Planning Hawaii first reported a position in Kroger in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Kroger position peaked at $939K in Q1 2026.
  • 732 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.