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Kapstone Financial Advisors’s Kroger KR Stock Holding History

Kapstone Financial 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 		$277K Hold
4,983
– – 0.12% 128
2026
Q1 		$361K Hold
4,983
– – 0.18% 87
2025
Q4 		$311K Hold
4,983
– – 0.15% 78
2025
Q3 		$336K Sell
4,983
-115
-2% -$8.01K 0.16% 72
2025
Q2 		$366K Sell
5,098
-449
-8% -$31K 0.18% 69
2025
Q1 		$375K Sell
5,547
-152
-3% -$9.63K 0.21% 69
2024
Q4 		$348K Sell
5,699
-248
-4% -$14.5K 0.19% 70
2024
Q3 		$336K Sell
5,947
-50
-0.8% -$2.68K 0.2% 73
2024
Q2 		$299K Hold
5,997
– – 0.2% 80
2024
Q1 		$343K Buy
5,997
+100
+2% +$4.92K 0.23% 77
2023
Q4 		$274K Hold
5,897
– – 0.21% 84
2023
Q3 		$264K Buy
5,897
+163
+3% +$7.67K 0.24% 75
2023
Q2 		$278K Buy
+5,734
New +$274K 0.23% 76

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

Kapstone Financial Advisors's KR Position: Q2 2026 in Review

Kapstone Financial Advisors held its Kroger (KR) position steady in Q2 2026 at 4,983 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #128.

Kapstone Financial Advisors first reported a position in KR in Q2 2023 and has held it in 13 quarters since. The position peaked at $375K in Q1 2025. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Kapstone Financial Advisors held 4,983 shares of Kroger worth $277K as of Q2 2026.
  • Kapstone Financial Advisors left its Kroger share count unchanged in Q2 2026.
  • Kroger made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Kapstone Financial Advisors first reported a position in Kroger in Q2 2023 and has held it in 13 quarters since.
  • Kapstone Financial Advisors's Kroger position peaked at $375K in Q1 2025.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.