Goodwin Investment Advisory’s Kroger KR Stock Holding History

Goodwin Investment Advisory’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	$217K	Buy	+2,997	New	+$203K	0.26%	29
2025 Q4	–	Sell	-2,997	Closed	-$202K	–	29
2025 Q3	$202K	Hold	2,997	–	–	0.22%	28
2025 Q2	$215K	Hold	2,997	–	–	0.25%	27
2025 Q1	$203K	Buy	+2,997	New	+$190K	0.32%	28
2024 Q2	–	Sell	-2,997	Closed	-$171K	–	44
2024 Q1	$171K	Buy	+2,997	New	+$148K	0.08%	35
2023 Q1	–	Sell	-3,597	Closed	-$160K	–	155
2022 Q4	$160K	Hold	3,597	–	–	0.11%	49
2022 Q3	$157K	Buy	3,597 +2,997	+500%	+$142K	0.12%	53
2022 Q2	$28.4K	Sell	600 -2,998	-83%	-$160K	0.02%	89
2022 Q1	$206K	Buy	3,598 +2,998	+500%	+$149K	0.14%	44
2021 Q4	$27K	Hold	600	–	–	0.02%	103
2021 Q3	$24K	Buy	+600	New	+$25.2K	0.02%	97

Other funds holding KR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goodwin Investment Advisory's KR Position: Q1 2026 in Review

Goodwin Investment Advisory opened a new position in Kroger (KR) in Q1 2026: 2,997 shares worth $217K. The stake represents 0.26% of the portfolio and ranks #29 among its holdings. This is a return to the name: Goodwin Investment Advisory previously reported a position in KR as recently as Q3 2025.

Goodwin Investment Advisory first reported a position in KR in Q3 2021 and has held it in 11 quarters since. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Goodwin Investment Advisory held 2,997 shares of Kroger worth $217K as of Q1 2026.
Kroger was a new Goodwin Investment Advisory position in Q1 2026.
Kroger made up 0.26% of Goodwin Investment Advisory's portfolio in Q1 2026, its #29 holding.
Goodwin Investment Advisory first reported a position in Kroger in Q3 2021 and has held it in 11 quarters since.
1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Goodwin Investment Advisory's 13F filing for Q1 2026, filed 13 May 2026.