KMWM
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Keudell/Morrison Wealth Management’s Kroger KR Stock Holding History

Keudell/Morrison Wealth Management’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 		$258K Hold
4,645
– – 0.05% 214
2026
Q1 		$336K Hold
4,645
– – 0.07% 173
2025
Q4 		$290K Buy
+4,645
New +$304K 0.06% 184
2025
Q2 		$275K Buy
3,829
+14
+0.4% +$967 0.06% 178
2025
Q1 		$258K Buy
+3,815
New +$242K 0.06% 178

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

Keudell/Morrison Wealth Management's KR Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Kroger (KR) position steady in Q2 2026 at 4,645 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #214.

Keudell/Morrison Wealth Management first reported a position in KR in Q1 2025 and has held it in 5 quarters since. The position peaked at $336K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,645 shares of Kroger worth $258K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Kroger share count unchanged in Q2 2026.
  • Kroger made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Keudell/Morrison Wealth Management first reported a position in Kroger in Q1 2025 and has held it in 5 quarters since.
  • Keudell/Morrison Wealth Management's Kroger position peaked at $336K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.