Lakeside Advisors
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Lakeside Advisors’s Kroger KR Stock Holding History

Lakeside 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
Q3 		$1.53M Sell
26,033
-1,158
-4% -$67.4K 0.89% 23
2026
Q2 		$1.51M Sell
27,191
-468
-2% -$30.5K 0.95% 22
2026
Q1 		$2M Sell
27,659
-99
-0.4% -$6.7K 1.34% 18
2025
Q4 		$1.73M Sell
27,758
-148
-0.5% -$9.7K 1.11% 18
2025
Q3 		$1.88M Sell
27,906
-799
-3% -$55.6K 1.19% 20
2025
Q2 		$2.06M Sell
28,705
-1,248
-4% -$86.2K 1.33% 18
2025
Q1 		$2.03M Sell
29,953
-499
-2% -$31.6K 1.34% 18
2024
Q4 		$1.86M Sell
30,452
-798
-3% -$46.8K 1.23% 19
2024
Q3 		$1.79M Sell
31,250
-1,100
-3% -$59K 1.13% 21
2024
Q2 		$1.62M Sell
32,350
-300
-0.9% -$16.2K 1.05% 22
2024
Q1 		$1.87M Sell
32,650
-250
-0.8% -$12.3K 1.19% 21
2023
Q4 		$1.5M Sell
32,900
-800
-2% -$35.5K 1.04% 20
2023
Q3 		$1.51M Sell
33,700
-1,750
-5% -$82.3K 1.16% 20
2023
Q2 		$1.67M Buy
35,450
+62
+0.2% +$2.96K 1.23% 19
2023
Q1 		$1.75M Sell
35,388
-150
-0.4% -$6.86K 1.35% 17
2022
Q4 		$1.58M Hold
35,538
– – 1.3% 16
2022
Q3 		$1.56M Hold
35,538
– – 1.39% 16
2022
Q2 		$1.68M Buy
35,538
+150
+0.4% +$8K 1.43% 15
2022
Q1 		$2.03M Sell
35,388
-1,000
-3% -$49.6K 1.53% 15
2021
Q4 		$1.65M Buy
+36,388
New +$1.53M 1.21% 18

Other funds holding KR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Lakeside Advisors's KR Position: Q3 2026 in Review

Lakeside Advisors reduced its Kroger (KR) stake by 4.3% in Q3 2026, selling an estimated $67.4K and leaving 26,033 shares worth $1.53M. The position accounts for 0.89% of the portfolio, ranked #23.

Lakeside Advisors first reported a position in KR in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.06M in Q2 2025. 989 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Lakeside Advisors held 26,033 shares of Kroger worth $1.53M as of Q3 2026.
  • Lakeside Advisors sold 1,158 Kroger shares in Q3 2026, an estimated $67.4K.
  • Kroger made up 0.89% of Lakeside Advisors's portfolio in Q3 2026, its #23 holding.
  • Lakeside Advisors first reported a position in Kroger in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Kroger position peaked at $2.06M in Q2 2025.
  • 989 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.