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Forum Private Client Group’s Kroger KR Stock Holding History

Forum Private Client Group’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 		$279K Buy
5,018
+131
+3% +$8.55K 0.08% 71
2026
Q1 		$354K Sell
4,887
-246
-5% -$16.6K 0.12% 60
2025
Q4 		$321K Sell
5,133
-55
-1% -$3.6K 0.11% 64
2025
Q3 		$350K Buy
5,188
+236
+5% +$16.4K 0.12% 59
2025
Q2 		$355K Sell
4,952
-1,274
-20% -$88K 0.14% 56
2025
Q1 		$421K Hold
6,226
– – 0.18% 50
2024
Q4 		$381K Buy
6,226
+5
+0.1% +$293 0.17% 50
2024
Q3 		$356K Sell
6,221
-121
-2% -$6.49K 0.16% 55
2024
Q2 		$317K Buy
6,342
+5
+0.1% +$269 0.15% 59
2024
Q1 		$362K Sell
6,337
-453
-7% -$22.3K 0.18% 54
2023
Q4 		$310K Buy
+6,790
New +$302K 0.16% 59
2023
Q3 		– Sell
-6,900
Closed -$324K – 45
2023
Q2 		$324K Hold
6,900
– – 0.19% 55
2023
Q1 		$341K Sell
6,900
-62
-0.9% -$2.83K 0.22% 52
2022
Q4 		$310K Sell
6,962
-1
-0% -$46 0.21% 53
2022
Q3 		$305K Buy
6,963
+488
+8% +$23.2K 0.23% 51
2022
Q2 		$306K Buy
+6,475
New +$345K 0.22% 53

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

Forum Private Client Group's KR Position: Q2 2026 in Review

Forum Private Client Group increased its Kroger (KR) stake by 2.7% in Q2 2026, buying an estimated $8.55K and bringing the position to 5,018 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #71.

Forum Private Client Group first reported a position in KR in Q2 2022 and has held it in 16 quarters since. The position peaked at $421K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Forum Private Client Group held 5,018 shares of Kroger worth $279K as of Q2 2026.
  • Forum Private Client Group bought 131 Kroger shares in Q2 2026, an estimated $8.55K.
  • Kroger made up 0.08% of Forum Private Client Group's portfolio in Q2 2026, its #71 holding.
  • Forum Private Client Group first reported a position in Kroger in Q2 2022 and has held it in 16 quarters since.
  • Forum Private Client Group's Kroger position peaked at $421K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.