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Legacy Financial Strategies’s Kroger KR Stock Holding History

Legacy Financial Strategies’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
-3,253
Closed -$235K – 156
2026
Q1 		$235K Sell
3,253
-10
-0.3% -$676 0.04% 127
2025
Q4 		$204K Buy
3,263
+17
+0.5% +$1.11K 0.04% 134
2025
Q3 		$219K Hold
3,246
– – 0.04% 126
2025
Q2 		$233K Sell
3,246
-3
-0.1% -$207 0.05% 117
2025
Q1 		$220K Buy
3,249
+8
+0.2% +$507 0.05% 109
2024
Q4 		$201K Buy
+3,241
New +$190K 0.04% 117

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

Legacy Financial Strategies's KR Position: Q2 2026 in Review

Legacy Financial Strategies sold out of Kroger (KR) in Q2 2026, closing a stake of 3,253 shares — an estimated $235K sold.

Legacy Financial Strategies first reported a position in KR in Q4 2024 and held it in 6 quarters. The position peaked at $235K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Legacy Financial Strategies reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Strategies sold 3,253 Kroger shares in Q2 2026, an estimated $235K.
  • Legacy Financial Strategies first reported a position in Kroger in Q4 2024 and held it in 6 quarters.
  • Legacy Financial Strategies's Kroger position peaked at $235K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.