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Kingswood Wealth Advisors’s Kroger KR Stock Holding History

Kingswood 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 		– Sell
-3,448
Closed -$249K – 1028
2026
Q1 		$249K Buy
3,448
+41
+1% +$2.77K 0.01% 797
2025
Q4 		$213K Sell
3,407
-153
-4% -$10K 0.01% 804
2025
Q3 		$240K Sell
3,560
-1,509
-30% -$105K 0.01% 706
2025
Q2 		$364K Buy
5,069
+1,005
+25% +$69.4K 0.03% 507
2025
Q1 		$276K Sell
4,064
-1,778
-30% -$113K 0.03% 575
2024
Q4 		$357K Sell
5,842
-6,238
-52% -$366K 0.03% 549
2024
Q3 		$691K Buy
12,080
+3,039
+34% +$163K 0.05% 375
2024
Q2 		$451K Sell
9,041
-1,681
-16% -$90.5K 0.04% 416
2024
Q1 		$613K Buy
10,722
+4,235
+65% +$209K 0.07% 294
2023
Q4 		$297K Sell
6,487
-6,818
-51% -$303K 0.03% 478
2023
Q3 		$595K Buy
+13,305
New +$626K 0.1% 212

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

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

Kingswood Wealth Advisors sold out of Kroger (KR) in Q2 2026, closing a stake of 3,448 shares — an estimated $249K sold.

Kingswood Wealth Advisors first reported a position in KR in Q3 2023 and held it in 11 quarters. The position peaked at $691K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,448 Kroger shares in Q2 2026, an estimated $249K.
  • Kingswood Wealth Advisors first reported a position in Kroger in Q3 2023 and held it in 11 quarters.
  • Kingswood Wealth Advisors's Kroger position peaked at $691K in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.