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Lifeworks Advisors’s Kroger KR Stock Holding History

Lifeworks 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
Q1 		$5.96M Buy
82,371
+69,215
+526% +$4.68M 0.76% 44
2025
Q4 		$822K Buy
13,156
+4,228
+47% +$276K 0.11% 156
2025
Q3 		$602K Buy
8,928
+103
+1% +$7.17K 0.08% 185
2025
Q2 		$633K Sell
8,825
-682
-7% -$47.1K 0.09% 168
2025
Q1 		$644K Buy
9,507
+982
+12% +$62.2K 0.11% 161
2024
Q4 		$521K Buy
8,525
+3,511
+70% +$206K 0.09% 164
2024
Q3 		$287K Buy
+5,014
New +$269K 0.06% 232
2023
Q3 		– Sell
-8,795
Closed -$413K – 189
2023
Q2 		$413K Buy
+8,795
New +$420K 0.18% 115
2022
Q4 		– Sell
-4,464
Closed -$211K – 120
2022
Q3 		$211K Sell
4,464
-187
-4% -$8.88K 0.12% 122
2022
Q2 		$220K Buy
+4,651
New +$248K 0.14% 127

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lifeworks Advisors's KR Position: Q1 2026 in Review

Lifeworks Advisors increased its Kroger (KR) stake by 526% in Q1 2026, buying an estimated $4.68M and bringing the position to 82,371 shares worth $5.96M. The position accounts for 0.76% of the portfolio, ranked #44.

Lifeworks Advisors first reported a position in KR in Q2 2022 and has held it in 10 quarters since. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Lifeworks Advisors held 82,371 shares of Kroger worth $5.96M as of Q1 2026.
  • Lifeworks Advisors bought 69,215 Kroger shares in Q1 2026, an estimated $4.68M.
  • Kroger made up 0.76% of Lifeworks Advisors's portfolio in Q1 2026, its #44 holding.
  • Lifeworks Advisors first reported a position in Kroger in Q2 2022 and has held it in 10 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.