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GeoWealth Management’s Kroger KR Stock Holding History

GeoWealth 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
Q2 		$206K Sell
3,707
-54
-1% -$3.52K 0.01% 772
2026
Q1 		$272K Sell
3,761
-1,878
-33% -$127K 0.01% 643
2025
Q4 		$352K Sell
5,639
-514
-8% -$33.6K 0.01% 519
2025
Q3 		$415K Sell
6,153
-12,523
-67% -$872K 0.02% 485
2025
Q2 		$1.34M Buy
18,676
+93
+0.5% +$6.42K 0.05% 204
2025
Q1 		$1.26M Buy
18,583
+9,230
+99% +$585K 0.05% 218
2024
Q4 		$572K Buy
9,353
+1,511
+19% +$88.6K 0.02% 441
2024
Q3 		$449K Sell
7,842
-1,442
-16% -$77.4K 0.02% 486
2024
Q2 		$464K Sell
9,284
-271
-3% -$14.6K 0.02% 452
2024
Q1 		$546K Buy
9,555
+4,902
+105% +$241K 0.02% 415
2023
Q4 		$213K Buy
4,653
+1,999
+75% +$88.8K 0.02% 492
2023
Q3 		$119K Buy
2,654
+889
+50% +$41.8K 0.01% 320
2023
Q2 		$83K Buy
1,765
+16
+0.9% +$763 0.01% 297
2023
Q1 		$87K Buy
+1,749
New +$80K 0.01% 251

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

GeoWealth Management's KR Position: Q2 2026 in Review

GeoWealth Management reduced its Kroger (KR) stake by 1.4% in Q2 2026, selling an estimated $3.52K and leaving 3,707 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #772.

GeoWealth Management first reported a position in KR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • GeoWealth Management held 3,707 shares of Kroger worth $206K as of Q2 2026.
  • GeoWealth Management sold 54 Kroger shares in Q2 2026, an estimated $3.52K.
  • Kroger made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #772 holding.
  • GeoWealth Management first reported a position in Kroger in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's Kroger position peaked at $1.34M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.