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GLOBALT Investments’s Kroger KR Stock Holding History

GLOBALT Investments’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 		$3.35M Sell
60,325
-1,197
-2% -$78.1K 0.11% 93
2026
Q1 		$4.45M Sell
61,522
-17,331
-22% -$1.17M 0.16% 74
2025
Q4 		$4.93M Sell
78,853
-3,676
-4% -$240K 0.18% 72
2025
Q3 		$5.56M Sell
82,529
-1,057
-1% -$73.6K 0.2% 68
2025
Q2 		$6M Sell
83,586
-3,816
-4% -$264K 0.23% 60
2025
Q1 		$5.92M Sell
87,402
-862
-1% -$54.6K 0.24% 60
2024
Q4 		$5.4M Sell
88,264
-492
-0.6% -$28.9K 0.21% 65
2024
Q3 		$5.09M Sell
88,756
-1,209
-1% -$64.9K 0.19% 72
2024
Q2 		$4.49M Buy
89,965
+71,953
+399% +$3.87M 0.18% 74
2024
Q1 		$1.03M Sell
18,012
-609
-3% -$30K 0.04% 146
2023
Q4 		$851K Buy
+18,621
New +$827K 0.04% 154

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

GLOBALT Investments's KR Position: Q2 2026 in Review

GLOBALT Investments reduced its Kroger (KR) stake by 1.9% in Q2 2026, selling an estimated $78.1K and leaving 60,325 shares worth $3.35M. The position accounts for 0.11% of the portfolio, ranked #93.

GLOBALT Investments first reported a position in KR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • GLOBALT Investments held 60,325 shares of Kroger worth $3.35M as of Q2 2026.
  • GLOBALT Investments sold 1,197 Kroger shares in Q2 2026, an estimated $78.1K.
  • Kroger made up 0.11% of GLOBALT Investments's portfolio in Q2 2026, its #93 holding.
  • GLOBALT Investments first reported a position in Kroger in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Kroger position peaked at $6M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.