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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s KR Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Kroger (KR) in Q1 2026, closing a stake of 62,989 shares — an estimated $3.94M sold.

Heritage Wealth Management (Ohio) first reported a position in KR in Q2 2024 and held it in 7 quarters. The position peaked at $4.59M in Q2 2025. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 62,989 Kroger shares in Q1 2026, an estimated $3.94M.
  • Heritage Wealth Management (Ohio) first reported a position in Kroger in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Kroger position peaked at $4.59M in Q2 2025.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.