LWM
KR icon

Liberty Wealth Management’s Kroger KR Stock Holding History

Liberty Wealth Management’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 		$227K Hold
3,142
– – 0.03% 246
2026
Q1 		$227K Buy
+3,142
New +$213K 0.03% 246
2025
Q4 		– Sell
-3,078
Closed -$207K – 254
2025
Q3 		$207K Buy
3,078
+11
+0.4% +$766 0.03% 237
2025
Q2 		$220K Buy
3,067
+19
+0.6% +$1.31K 0.03% 209
2025
Q1 		$206K Buy
+3,048
New +$193K 0.04% 148
2024
Q2 		– Sell
-3,782
Closed -$216K – 239
2024
Q1 		$216K Buy
+3,782
New +$186K 0.04% 176
2023
Q4 		– Sell
-5,076
Closed -$227K – 185
2023
Q3 		$227K Sell
5,076
-90
-2% -$4.23K 0.06% 156
2023
Q2 		$243K Buy
5,166
+7
+0.1% +$334 0.06% 160
2023
Q1 		$255K Buy
+5,159
New +$236K 0.05% 192
2022
Q2 		– Sell
-3,630
Closed -$208K – 163
2022
Q1 		$208K Buy
+3,630
New +$180K 0.08% 146
2021
Q4 		– Sell
-3,633
Closed -$147K – 681
2021
Q3 		$147K Buy
3,633
+52
+1% +$2.18K 0.05% 214
2021
Q2 		$137K Buy
3,581
+23
+0.6% +$866 0.05% 176
2021
Q1 		$119K Hold
3,558
– – 0.06% 160
2020
Q4 		$119K Buy
3,558
+69
+2% +$2.24K 0.06% 158
2020
Q3 		$118K Buy
3,489
+17
+0.5% +$587 0.07% 145
2020
Q2 		$118K Buy
3,472
+17
+0.5% +$551 0.08% 132
2020
Q1 		$104K Buy
+3,455
New +$101K 0.09% 138

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

Liberty Wealth Management's KR Position: Q2 2026 in Review

Liberty Wealth Management held its Kroger (KR) position steady in Q2 2026 at 3,142 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #246.

Liberty Wealth Management first reported a position in KR in Q1 2020 and has held it in 17 quarters since. The position peaked at $255K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Liberty Wealth Management held 3,142 shares of Kroger worth $227K as of Q2 2026.
  • Liberty Wealth Management left its Kroger share count unchanged in Q2 2026.
  • Kroger made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Liberty Wealth Management first reported a position in Kroger in Q1 2020 and has held it in 17 quarters since.
  • Liberty Wealth Management's Kroger position peaked at $255K in Q1 2023.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.