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Forum Financial Management’s Kroger KR Stock Holding History

Forum Financial Management’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 		– Sell
-8,990
Closed -$562K – 685
2025
Q4 		$562K Buy
8,990
+31
+0.3% +$2.03K 0.01% 424
2025
Q3 		$604K Buy
8,959
+67
+0.8% +$4.67K 0.01% 379
2025
Q2 		$638K Sell
8,892
-9
-0.1% -$622 0.01% 328
2025
Q1 		$602K Sell
8,901
-12
-0.1% -$760 0.01% 305
2024
Q4 		$545K Buy
8,913
+254
+3% +$14.9K 0.01% 350
2024
Q3 		$496K Sell
8,659
-2
-0% -$107 0.01% 333
2024
Q2 		$432K Buy
8,661
+97
+1% +$5.22K 0.01% 348
2024
Q1 		$489K Sell
8,564
-133
-2% -$6.55K 0.01% 330
2023
Q4 		$398K Sell
8,697
-72
-0.8% -$3.2K 0.01% 359
2023
Q3 		$392K Hold
8,769
– – 0.01% 343
2023
Q2 		$412K Sell
8,769
-81
-0.9% -$3.86K 0.01% 335
2023
Q1 		$437K Buy
8,850
+81
+0.9% +$3.7K 0.01% 296
2022
Q4 		$391K Sell
8,769
-177
-2% -$8.13K 0.01% 314
2022
Q3 		$391K Sell
8,946
-450
-5% -$21.4K 0.02% 276
2022
Q2 		$445K Buy
9,396
+727
+8% +$38.7K 0.02% 254
2022
Q1 		$497K Hold
8,669
– – 0.02% 241
2021
Q4 		$392K Buy
+8,669
New +$364K 0.02% 315

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Forum Financial Management's KR Position: Q1 2026 in Review

Forum Financial Management sold out of Kroger (KR) in Q1 2026, closing a stake of 8,990 shares — an estimated $562K sold.

Forum Financial Management first reported a position in KR in Q4 2021 and held it in 17 quarters. The position peaked at $638K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Forum Financial Management reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,990 Kroger shares in Q1 2026, an estimated $562K.
  • Forum Financial Management first reported a position in Kroger in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Kroger position peaked at $638K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.