IWC
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Integrated Wealth Concepts’s Kroger KR Stock Holding History

Integrated Wealth Concepts’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 		$2M Buy
36,095
+15,038
+71% +$981K 0.01% 952
2026
Q1 		$1.52M Buy
21,057
+6,269
+42% +$424K 0.01% 886
2025
Q4 		$924K Buy
14,788
+3,545
+32% +$232K 0.01% 806
2025
Q3 		$758K Sell
11,243
-639
-5% -$44.5K 0.01% 1132
2025
Q2 		$852K Sell
11,882
-19,500
-62% -$1.35M 0.01% 1012
2025
Q1 		$2.12M Sell
31,382
-2,877
-8% -$182K 0.02% 561
2024
Q4 		$2.09M Sell
34,259
-9,863
-22% -$579K 0.02% 540
2024
Q3 		$2.53M Buy
44,122
+10,902
+33% +$585K 0.03% 483
2024
Q2 		$1.66M Buy
33,220
+3,894
+13% +$210K 0.02% 576
2024
Q1 		$1.68M Sell
29,326
-10,379
-26% -$511K 0.02% 574
2023
Q4 		$1.81M Sell
39,705
-947
-2% -$42.1K 0.03% 512
2023
Q3 		$1.82M Buy
40,652
+4,861
+14% +$229K 0.03% 484
2023
Q2 		$1.68M Buy
35,791
+15,264
+74% +$728K 0.03% 525
2023
Q1 		$1.01M Sell
20,527
-8,527
-29% -$390K 0.02% 614
2022
Q4 		$1.29M Buy
29,054
+1,008
+4% +$46.3K 0.04% 412
2022
Q3 		$1.23M Buy
28,046
+8,135
+41% +$386K 0.04% 382
2022
Q2 		$942K Sell
19,911
-4,652
-19% -$248K 0.03% 439
2022
Q1 		$1.41M Sell
24,563
-481
-2% -$23.9K 0.04% 320
2021
Q4 		$1.13M Buy
25,044
+3,259
+15% +$137K 0.03% 377
2021
Q3 		$881K Buy
21,785
+462
+2% +$19.4K 0.03% 429
2021
Q2 		$817K Buy
21,323
+326
+2% +$12.3K 0.03% 409
2021
Q1 		$756K Buy
+20,997
New +$717K 0.03% 362

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

Integrated Wealth Concepts's KR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Kroger (KR) stake by 71% in Q2 2026, buying an estimated $981K and bringing the position to 36,095 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #952.

Integrated Wealth Concepts first reported a position in KR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.53M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Integrated Wealth Concepts held 36,095 shares of Kroger worth $2M as of Q2 2026.
  • Integrated Wealth Concepts bought 15,038 Kroger shares in Q2 2026, an estimated $981K.
  • Kroger made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #952 holding.
  • Integrated Wealth Concepts first reported a position in Kroger in Q1 2021 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Kroger position peaked at $2.53M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.