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HB Wealth Management’s Kroger KR Stock Holding History

HB 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 		$1.2M Sell
21,577
-4,272
-17% -$279K 0.01% 670
2026
Q1 		$1.87M Buy
25,849
+4,331
+20% +$293K 0.01% 447
2025
Q4 		$1.34M Buy
21,518
+550
+3% +$36K 0.01% 528
2025
Q3 		$1.41M Buy
20,968
+4,880
+30% +$340K 0.01% 512
2025
Q2 		$1.15M Buy
16,088
+2,099
+15% +$145K 0.01% 493
2025
Q1 		$947K Buy
13,989
+2,251
+19% +$143K 0.01% 555
2024
Q4 		$718K Buy
11,738
+919
+8% +$53.9K 0.01% 500
2024
Q3 		$620K Buy
10,819
+1,052
+11% +$56.4K 0.01% 516
2024
Q2 		$488K Buy
9,767
+638
+7% +$34.4K 0.01% 551
2024
Q1 		$522K Buy
9,129
+1,459
+19% +$71.9K 0.01% 492
2023
Q4 		$351K Sell
7,670
-347
-4% -$15.4K 0.01% 552
2023
Q3 		$359K Buy
8,017
+1,269
+19% +$59.7K 0.01% 521
2023
Q2 		$317K Sell
6,748
-817
-11% -$39K 0.01% 529
2023
Q1 		$374K Buy
7,565
+1,848
+32% +$84.5K 0.01% 481
2022
Q4 		$255K Buy
5,717
+545
+11% +$25K ﹤0.01% 565
2022
Q3 		$226K Buy
+5,172
New +$246K ﹤0.01% 513

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

HB Wealth Management's KR Position: Q2 2026 in Review

HB Wealth Management reduced its Kroger (KR) stake by 17% in Q2 2026, selling an estimated $279K and leaving 21,577 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #670.

HB Wealth Management first reported a position in KR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.87M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • HB Wealth Management held 21,577 shares of Kroger worth $1.2M as of Q2 2026.
  • HB Wealth Management sold 4,272 Kroger shares in Q2 2026, an estimated $279K.
  • Kroger made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #670 holding.
  • HB Wealth Management first reported a position in Kroger in Q3 2022 and has held it in 16 quarters since.
  • HB Wealth Management's Kroger position peaked at $1.87M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.