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Innovative Asset Advisors Group’s Kroger KR Stock Holding History

Innovative Asset Advisors Group’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
-435
Closed -$31.5K – 677
2026
Q1 		$31.5K Buy
+435
New +$29.4K 0.02% 405

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

Innovative Asset Advisors Group's KR Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Kroger (KR) in Q2 2026, closing a stake of 435 shares — an estimated $31.5K sold.

Innovative Asset Advisors Group first reported a position in KR in Q1 2026 and held it in 1 quarter. The position peaked at $31.5K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 435 Kroger shares in Q2 2026, an estimated $31.5K.
  • Innovative Asset Advisors Group first reported a position in Kroger in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Kroger position peaked at $31.5K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.