IMA Advisory Services’s Kroger KR Stock Holding History

IMA Advisory Services’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	$245K	Buy	4,407 +4,344	+6,895%	+$283K	0.02%	305
2026 Q1	$4.56K	Buy	63 +10	+19%	+$676	﹤0.01%	425
2025 Q4	$3.31K	Buy	+53	New	+$3.47K	﹤0.01%	527
2020 Q4	–	Sell	-65	Closed	-$2K	–	301
2020 Q3	$2K	Sell	65 -935	-94%	-$32.3K	﹤0.01%	265
2020 Q2	$34K	Sell	1,000 -282	-22%	-$9.15K	0.01%	161
2020 Q1	$39K	Buy	+1,282	New	+$37.6K	0.02%	156
2019 Q1	–	Sell	-61,187	Closed	-$1.68M	–	310
2018 Q4	$1.68M	Sell	61,187 -19,055	-24%	-$553K	0.79%	49
2018 Q3	$2.34M	Buy	80,242 +1,606	+2%	+$47.8K	0.91%	41
2018 Q2	$2.24M	Sell	78,636 -10,947	-12%	-$275K	0.93%	43
2018 Q1	$2.15M	Buy	89,583 +49,067	+121%	+$1.33M	0.95%	43
2017 Q4	$1.11M	Sell	40,516 -28,521	-41%	-$664K	0.5%	71
2017 Q3	$1.39M	Sell	69,037 -97	-0.1%	-$2.19K	0.64%	63
2017 Q2	$1.61M	Buy	69,134 +44,470	+180%	+$1.26M	0.78%	44
2017 Q1	$727K	Buy	24,664 +3,133	+15%	+$100K	0.37%	86
2016 Q4	$743K	Sell	21,531 -3,923	-15%	-$128K	0.46%	71
2016 Q3	$755K	Buy	+25,454	New	+$846K	0.43%	70

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

IMA Advisory Services's KR Position: Q2 2026 in Review

IMA Advisory Services increased its Kroger (KR) stake by 6,895% in Q2 2026, buying an estimated $283K and bringing the position to 4,407 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #305.

IMA Advisory Services first reported a position in KR in Q3 2016 and has held it in 16 quarters since. The position peaked at $2.34M in Q3 2018. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

IMA Advisory Services held 4,407 shares of Kroger worth $245K as of Q2 2026.
IMA Advisory Services bought 4,344 Kroger shares in Q2 2026, an estimated $283K.
Kroger made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #305 holding.
IMA Advisory Services first reported a position in Kroger in Q3 2016 and has held it in 16 quarters since.
IMA Advisory Services's Kroger position peaked at $2.34M in Q3 2018.
1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.