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JFS Wealth Advisors’s Kroger KR Stock Holding History

JFS Wealth Advisors’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 		$26.4K Buy
475
+58
+14% +$3.78K ﹤0.01% 695
2026
Q1 		$30.2K Sell
417
-425
-50% -$28.8K ﹤0.01% 633
2025
Q4 		$52.6K Buy
842
+240
+40% +$15.7K ﹤0.01% 506
2025
Q3 		$40.6K Sell
602
-5
-0.8% -$348 ﹤0.01% 547
2025
Q2 		$43.5K Buy
607
+4
+0.7% +$276 ﹤0.01% 488
2025
Q1 		$40.8K Buy
603
+4
+0.7% +$253 ﹤0.01% 516
2024
Q4 		$36.6K Hold
599
– – ﹤0.01% 516
2024
Q3 		$34.3K Buy
599
+6
+1% +$322 ﹤0.01% 529
2024
Q2 		$29.6K Sell
593
-7
-1% -$377 ﹤0.01% 512
2024
Q1 		$34.3K Sell
600
-26
-4% -$1.28K ﹤0.01% 511
2023
Q4 		$28.6K Buy
626
+193
+45% +$8.57K ﹤0.01% 512
2023
Q3 		$19.4K Sell
433
-126
-23% -$5.93K ﹤0.01% 557
2023
Q2 		$26.3K Sell
559
-72
-11% -$3.43K ﹤0.01% 477
2023
Q1 		$31.2K Buy
631
+134
+27% +$6.13K ﹤0.01% 438
2022
Q4 		$22.2K Sell
497
-130
-21% -$5.97K ﹤0.01% 515
2022
Q3 		$27K Sell
627
-178
-22% -$8.46K ﹤0.01% 501
2022
Q2 		$38K Buy
805
+274
+52% +$14.6K ﹤0.01% 448
2022
Q1 		$30K Buy
531
+341
+179% +$16.9K ﹤0.01% 522
2021
Q4 		$9K Buy
+190
New +$7.99K ﹤0.01% 702

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's KR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Kroger (KR) stake by 14% in Q2 2026, buying an estimated $3.78K and bringing the position to 475 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

JFS Wealth Advisors first reported a position in KR in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.6K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • JFS Wealth Advisors held 475 shares of Kroger worth $26.4K as of Q2 2026.
  • JFS Wealth Advisors bought 58 Kroger shares in Q2 2026, an estimated $3.78K.
  • Kroger made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #695 holding.
  • JFS Wealth Advisors first reported a position in Kroger in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Kroger position peaked at $52.6K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.