Golden State Wealth Management’s Kroger KR Stock Holding History

Golden State Wealth 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	$30.3K	Sell	545 -300	-36%	-$19.6K	﹤0.01%	857
2026 Q1	$61.1K	Buy	845 +100	+13%	+$6.76K	0.01%	636
2025 Q4	$46.5K	Sell	745 -575	-44%	-$37.6K	﹤0.01%	711
2025 Q3	$89K	Buy	1,320 +35	+3%	+$2.44K	0.01%	537
2025 Q2	$92.2K	Sell	1,285 -51	-4%	-$3.52K	0.01%	502
2025 Q1	$90.4K	Buy	1,336 +537	+67%	+$34K	0.01%	472
2024 Q4	$48.9K	Buy	+799	New	+$46.9K	0.01%	582
2020 Q2	–	Sell	-545	Closed	-$16K	–	587
2020 Q1	$16K	Buy	+545	New	+$16K	0.01%	539
2019 Q4	–	Sell	-545	Closed	-$14K	–	543
2019 Q3	$14K	Hold	545	–	–	﹤0.01%	682
2019 Q2	$11K	Hold	545	–	–	﹤0.01%	732
2019 Q1	$13K	Buy	+545	New	+$14.9K	﹤0.01%	720

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Golden State Wealth Management's KR Position: Q2 2026 in Review

Golden State Wealth Management reduced its Kroger (KR) stake by 36% in Q2 2026, selling an estimated $19.6K and leaving 545 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Golden State Wealth Management first reported a position in KR in Q1 2019 and has held it in 11 quarters since. The position peaked at $92.2K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Golden State Wealth Management held 545 shares of Kroger worth $30.3K as of Q2 2026.
Golden State Wealth Management sold 300 Kroger shares in Q2 2026, an estimated $19.6K.
Kroger made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #857 holding.
Golden State Wealth Management first reported a position in Kroger in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Kroger position peaked at $92.2K in Q2 2025.
1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.