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Marshall Financial Group (Maryland)’s Kroger KR Stock Holding History

Marshall Financial Group (Maryland)’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 		$2.77M Buy
49,866
+3,414
+7% +$223K 0.4% 50
2026
Q1 		$3.36M Buy
46,452
+1,052
+2% +$71.2K 0.54% 36
2025
Q4 		$2.84M Sell
45,400
-1,828
-4% -$120K 0.55% 34
2025
Q3 		$3.18M Buy
47,228
+1,526
+3% +$106K 0.62% 32
2025
Q2 		$3.27M Sell
45,702
-1,657
-3% -$114K 0.64% 28
2025
Q1 		$3.21M Sell
47,359
-909
-2% -$57.6K 0.7% 28
2024
Q4 		$2.95M Buy
48,268
+59
+0.1% +$3.46K 0.71% 28
2024
Q3 		$2.76M Buy
48,209
+318
+0.7% +$17.1K 0.66% 31
2024
Q2 		$2.39M Sell
47,891
-1,051
-2% -$56.6K 0.67% 35
2024
Q1 		$2.8M Buy
48,942
+2,254
+5% +$111K 0.8% 22
2023
Q4 		$2.13M Buy
46,688
+3,869
+9% +$172K 0.69% 39
2023
Q3 		$1.92M Sell
42,819
-214
-0.5% -$10.1K 0.69% 38
2023
Q2 		$2.02M Buy
43,033
+1,622
+4% +$77.4K 0.69% 39
2023
Q1 		$2.04M Buy
41,411
+666
+2% +$30.4K 0.73% 35
2022
Q4 		$1.82M Buy
40,745
+5,303
+15% +$244K 0.71% 42
2022
Q3 		$1.55M Buy
35,442
+1,775
+5% +$84.3K 0.66% 35
2022
Q2 		$1.59M Buy
33,667
+4,739
+16% +$253K 0.64% 39
2022
Q1 		$1.66M Buy
28,928
+481
+2% +$23.9K 0.68% 31
2021
Q4 		$1.29M Buy
28,447
+22,863
+409% +$961K 0.47% 70
2021
Q3 		$226K Buy
+5,584
New +$234K 0.12% 159

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

Marshall Financial Group (Maryland)'s KR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Kroger (KR) stake by 7.3% in Q2 2026, buying an estimated $223K and bringing the position to 49,866 shares worth $2.77M. The position accounts for 0.4% of the portfolio, ranked #50.

Marshall Financial Group (Maryland) first reported a position in KR in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.36M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 49,866 shares of Kroger worth $2.77M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 3,414 Kroger shares in Q2 2026, an estimated $223K.
  • Kroger made up 0.4% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #50 holding.
  • Marshall Financial Group (Maryland) first reported a position in Kroger in Q3 2021 and has held it in 20 quarters since.
  • Marshall Financial Group (Maryland)'s Kroger position peaked at $3.36M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.