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 Q2	–	Sell	-2,997	Closed	-$217K	–	31
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 $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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goodwin Investment Advisory's KR Position: Q2 2026 in Review

Goodwin Investment Advisory sold out of Kroger (KR) in Q2 2026, closing a stake of 2,997 shares — an estimated $217K sold.

Goodwin Investment Advisory first reported a position in KR in Q3 2021 and held it in 11 quarters. The position peaked at $217K in Q1 2026. 1,316 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Goodwin Investment Advisory reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
Goodwin Investment Advisory sold 2,997 Kroger shares in Q2 2026, an estimated $217K.
Goodwin Investment Advisory first reported a position in Kroger in Q3 2021 and held it in 11 quarters.
Goodwin Investment Advisory's Kroger position peaked at $217K in Q1 2026.
1,316 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.