Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kroger KR Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$4.25M Sell
58,734
-36,531
-38% -$2.47M 0.1% 149
2025
Q4 		$5.95M Sell
95,265
-137,654
-59% -$9M 0.13% 134
2025
Q3 		$15.7M Buy
232,919
+35,640
+18% +$2.48M 0.06% 248
2025
Q2 		$14.2M Sell
197,279
-6,744
-3% -$466K 0.06% 249
2025
Q1 		$13.8M Buy
204,023
+4,280
+2% +$271K 0.07% 221
2024
Q4 		$12.2M Buy
199,743
+2,747
+1% +$161K 0.06% 231
2024
Q3 		$10.8M Buy
196,996
+34,550
+21% +$1.85M 0.08% 213
2024
Q2 		$8.11M Buy
162,446
+22,523
+16% +$1.21M 0.07% 211
2024
Q1 		$7.99M Buy
139,923
+78,199
+127% +$3.85M 0.1% 146
2023
Q4 		$2.82M Buy
61,724
+20,184
+49% +$896K 0.05% 209
2023
Q3 		$1.86M Sell
41,540
-1,190
-3% -$56K 0.03% 238
2023
Q2 		$2.01M Sell
42,730
-634
-1% -$30.2K 0.03% 242
2023
Q1 		$2.14M Buy
43,364
+1,134
+3% +$51.8K 0.04% 238
2022
Q4 		$1.88M Buy
42,230
+237
+0.6% +$10.9K 0.04% 233
2022
Q3 		$1.84M Sell
41,993
-548
-1% -$26K 0.04% 225
2022
Q2 		$2.01M Sell
42,541
-15,729
-27% -$838K 0.04% 225
2022
Q1 		$3.34M Sell
58,270
-21,474
-27% -$1.07M 0.06% 200
2021
Q4 		$2.53M Buy
79,744
+7,934
+11% +$334K 0.06% 194
2021
Q3 		$2.9M Sell
71,810
-6,746
-9% -$283K 0.06% 200
2021
Q2 		$3.01M Sell
78,556
-59,731
-43% -$2.25M 0.06% 203
2021
Q1 		$4.98M Buy
138,287
+15,449
+13% +$528K 0.12% 137
2020
Q4 		$3.9M Buy
122,838
+43,215
+54% +$1.4M 0.1% 144
2020
Q3 		$2.7M Sell
79,623
-2
-0% -$69 0.08% 163
2020
Q2 		$2.69M Sell
79,625
-1,418
-2% -$46K 0.08% 158
2020
Q1 		$2.44M Sell
81,043
-1,111
-1% -$32.6K 0.09% 156
2019
Q4 		$2.38M Sell
82,154
-2,264
-3% -$60K 0.07% 184
2019
Q3 		$2.18M Buy
84,418
+8
+0% +$186 0.07% 189
2019
Q2 		$1.83M Sell
84,410
-1,484
-2% -$36.1K 0.06% 201
2019
Q1 		$2.11M Buy
85,894
+669
+0.8% +$18.3K 0.07% 189
2018
Q4 		$2.34M Buy
+85,225
New +$2.47M 0.09% 136

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kovitz Investment Group Partners's KR Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Kroger (KR) stake by 38% in Q1 2026, selling an estimated $2.47M and leaving 58,734 shares worth $4.25M. The position accounts for 0.1% of the portfolio, ranked #149.

Kovitz Investment Group Partners first reported a position in KR in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.7M in Q3 2025. 1,382 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Kovitz Investment Group Partners held 58,734 shares of Kroger worth $4.25M as of Q1 2026.
  • Kovitz Investment Group Partners sold 36,531 Kroger shares in Q1 2026, an estimated $2.47M.
  • Kroger made up 0.1% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #149 holding.
  • Kovitz Investment Group Partners first reported a position in Kroger in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Kroger position peaked at $15.7M in Q3 2025.
  • 1,382 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.