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Larry Mathis Financial Planning’s Kroger KR Stock Holding History

Larry Mathis 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
-3,442
Closed -$249K – 167
2026
Q1 		$249K Sell
3,442
-40
-1% -$2.71K 0.22% 127
2025
Q4 		$218K Buy
+3,482
New +$228K 0.19% 146

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

Larry Mathis Financial Planning's KR Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Kroger (KR) in Q2 2026, closing a stake of 3,442 shares — an estimated $249K sold.

Larry Mathis Financial Planning first reported a position in KR in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q1 2026. 1,307 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 3,442 Kroger shares in Q2 2026, an estimated $249K.
  • Larry Mathis Financial Planning first reported a position in Kroger in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Kroger position peaked at $249K in Q1 2026.
  • 1,307 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.