JF
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Joule Financial’s Kroger KR Stock Holding History

Joule Financial’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 		$337K Sell
6,068
-5,629
-48% -$367K 0.09% 87
2026
Q1 		$846K Buy
11,697
+121
+1% +$8.19K 0.25% 44
2025
Q4 		$723K Buy
11,576
+14
+0.1% +$916 0.22% 49
2025
Q3 		$779K Sell
11,562
-142
-1% -$9.89K 0.23% 49
2025
Q2 		$840K Buy
11,704
+354
+3% +$24.4K 0.27% 46
2025
Q1 		$768K Buy
11,350
+652
+6% +$41.3K 0.27% 44
2024
Q4 		$654K Buy
10,698
+638
+6% +$37.4K 0.23% 49
2024
Q3 		$576K Buy
+10,060
New +$540K 0.21% 55

Other funds holding KR

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Joule Financial's KR Position: Q2 2026 in Review

Joule Financial reduced its Kroger (KR) stake by 48% in Q2 2026, selling an estimated $367K and leaving 6,068 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #87.

Joule Financial first reported a position in KR in Q3 2024 and has held it in 8 quarters since. The position peaked at $846K in Q1 2026. 363 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Joule Financial held 6,068 shares of Kroger worth $337K as of Q2 2026.
  • Joule Financial sold 5,629 Kroger shares in Q2 2026, an estimated $367K.
  • Kroger made up 0.09% of Joule Financial's portfolio in Q2 2026, its #87 holding.
  • Joule Financial first reported a position in Kroger in Q3 2024 and has held it in 8 quarters since.
  • Joule Financial's Kroger position peaked at $846K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.