LFP
KR icon

Lakeshore Financial Planning’s Kroger KR Stock Holding History

Lakeshore Financial Planning’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
-3,136
Closed -$227K – 95
2026
Q1 		$227K Buy
+3,136
New +$212K 0.08% 75
2025
Q4 		– Sell
-3,127
Closed -$211K – 88
2025
Q3 		$211K Buy
+3,127
New +$218K 0.08% 75

Other funds holding KR

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 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

Lakeshore Financial Planning's KR Position: Q2 2026 in Review

Lakeshore Financial Planning sold out of Kroger (KR) in Q2 2026, closing a stake of 3,136 shares — an estimated $227K sold.

Lakeshore Financial Planning first reported a position in KR in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2026. 554 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Lakeshore Financial Planning reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 3,136 Kroger shares in Q2 2026, an estimated $227K.
  • Lakeshore Financial Planning first reported a position in Kroger in Q3 2025 and held it in 2 quarters.
  • Lakeshore Financial Planning's Kroger position peaked at $227K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.