Jones Financial Companies
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Jones Financial Companies’s Kroger KR Stock Holding History

Jones Financial Companies’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 		$11M Sell
190,187
-17,381
-8% -$1.13M ﹤0.01% 894
2026
Q1 		$15.2M Buy
207,568
+142,315
+218% +$9.63M 0.01% 685
2025
Q4 		$4.08M Buy
65,253
+7,136
+12% +$467K ﹤0.01% 697
2025
Q3 		$3.81M Buy
58,117
+7,733
+15% +$538K ﹤0.01% 653
2025
Q2 		$3.6M Buy
50,384
+9,576
+23% +$661K ﹤0.01% 584
2025
Q1 		$2.72M Buy
40,808
+15,666
+62% +$993K ﹤0.01% 572
2024
Q4 		$1.54M Buy
25,142
+6,799
+37% +$399K ﹤0.01% 631
2024
Q3 		$1.04M Buy
18,343
+8,380
+84% +$450K ﹤0.01% 600
2024
Q2 		$497K Buy
9,963
+2,906
+41% +$156K ﹤0.01% 567
2024
Q1 		$403K Buy
7,057
+160
+2% +$7.88K ﹤0.01% 353
2023
Q4 		$315K Buy
6,897
+1,200
+21% +$53.3K ﹤0.01% 277
2023
Q3 		$255K Buy
5,697
+5,000
+717% +$235K ﹤0.01% 248
2023
Q2 		$32.8K Hold
697
– – ﹤0.01% 388
2023
Q1 		$34.4K Hold
697
– – ﹤0.01% 382
2022
Q4 		$31K Hold
697
– – ﹤0.01% 374
2022
Q3 		$30K Hold
697
– – ﹤0.01% 351
2022
Q2 		$33K Sell
697
-500
-42% -$26.6K ﹤0.01% 360
2022
Q1 		$69K Sell
1,197
-197
-14% -$9.78K ﹤0.01% 321
2021
Q4 		$63K Buy
+1,394
New +$58.6K ﹤0.01% 343
2021
Q2 		– Sell
-594
Closed -$21K – 721
2021
Q1 		$21K Buy
+594
New +$20.3K ﹤0.01% 452
2013
Q4 		– Sell
-2,090
Closed -$42K – 400
2013
Q3 		$42K Sell
2,090
-1,910
-48% -$36.7K ﹤0.01% 321
2013
Q2 		$69K Buy
+4,000
New +$68.1K ﹤0.01% 288

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

Jones Financial Companies's KR Position: Q2 2026 in Review

Jones Financial Companies reduced its Kroger (KR) stake by 8.4% in Q2 2026, selling an estimated $1.13M and leaving 190,187 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Jones Financial Companies first reported a position in KR in Q2 2013 and has held it in 22 quarters since. The position peaked at $15.2M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Jones Financial Companies held 190,187 shares of Kroger worth $11M as of Q2 2026.
  • Jones Financial Companies sold 17,381 Kroger shares in Q2 2026, an estimated $1.13M.
  • Kroger made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #894 holding.
  • Jones Financial Companies first reported a position in Kroger in Q2 2013 and has held it in 22 quarters since.
  • Jones Financial Companies's Kroger position peaked at $15.2M in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.