Heritage Wealth Management (Ohio)’s Kroger KR Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.07M	Buy	+19,266	New	+$1.26M	0.27%	95
2026 Q1	–	Sell	-62,989	Closed	-$3.94M	–	203
2025 Q4	$3.94M	Sell	62,989 -815	-1%	-$53.3K	1.09%	14
2025 Q3	$4.3M	Sell	63,804 -146	-0.2%	-$10.2K	1.26%	11
2025 Q2	$4.59M	Sell	63,950 -148	-0.2%	-$10.2K	1.48%	9
2025 Q1	$4.34M	Sell	64,098 -228	-0.4%	-$14.4K	1.48%	11
2024 Q4	$3.93M	Sell	64,326 -219	-0.3%	-$12.8K	1.31%	11
2024 Q3	$3.7M	Buy	64,545 +3	+0%	+$161	1.21%	14
2024 Q2	$3.35M	Buy	+64,542	New	+$3.48M	1.12%	15

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

Heritage Wealth Management (Ohio)'s KR Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Kroger (KR) in Q2 2026: 19,266 shares worth $1.07M. The stake represents 0.27% of the portfolio and ranks #95 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in KR as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in KR in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.59M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Heritage Wealth Management (Ohio) held 19,266 shares of Kroger worth $1.07M as of Q2 2026.
Kroger was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Kroger made up 0.27% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #95 holding.
Heritage Wealth Management (Ohio) first reported a position in Kroger in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Kroger position peaked at $4.59M in Q2 2025.
1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.