Mascoma Wealth Management’s Kroger KR Stock Holding History

Mascoma 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	$33.2K	Sell	598 -6	-1%	-$391	0.01%	221
2026 Q1	$43.7K	Sell	604 -394	-39%	-$26.7K	0.01%	201
2025 Q4	$62.4K	Hold	998	–	–	0.01%	163
2025 Q3	$67.3K	Hold	998	–	–	0.01%	171
2025 Q2	$71.6K	Sell	998 -400	-29%	-$27.6K	0.02%	159
2025 Q1	$94.6K	Hold	1,398	–	–	0.02%	137
2024 Q4	$85.5K	Hold	1,398	–	–	0.02%	153
2024 Q3	$80.1K	Hold	1,398	–	–	0.02%	157
2024 Q2	$69.8K	Hold	1,398	–	–	0.02%	162
2024 Q1	$79.9K	Hold	1,398	–	–	0.02%	144
2023 Q4	$63.9K	Hold	1,398	–	–	0.02%	168
2023 Q3	$62.6K	Hold	1,398	–	–	0.02%	164
2023 Q2	$68.3K	Hold	1,398	–	–	0.02%	162
2023 Q1	$68K	Hold	1,398	–	–	0.02%	206
2022 Q4	$62.3K	Hold	1,398	–	–	0.02%	207
2022 Q3	$61K	Hold	1,398	–	–	0.02%	207
2022 Q2	$66K	Hold	1,398	–	–	0.02%	217
2022 Q1	$80K	Hold	1,398	–	–	0.03%	208
2021 Q4	$63K	Hold	1,398	–	–	0.02%	202
2021 Q3	$57K	Buy	+1,398	New	+$58.7K	0.02%	191
2021 Q2	–	Sell	-1,398	Closed	-$50K	–	299
2021 Q1	$50K	Buy	+1,398	New	+$47.8K	0.02%	205
2019 Q3	–	Sell	-800	Closed	-$17K	–	229
2019 Q2	$17K	Hold	800	–	–	0.01%	238
2019 Q1	$20K	Buy	+800	New	+$21.9K	0.01%	223

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Mascoma Wealth Management reduced its Kroger (KR) stake by 0.99% in Q2 2026, selling an estimated $391 and leaving 598 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #221.

Mascoma Wealth Management first reported a position in KR in Q1 2019 and has held it in 23 quarters since. The position peaked at $94.6K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Mascoma Wealth Management held 598 shares of Kroger worth $33.2K as of Q2 2026.
Mascoma Wealth Management sold 6 Kroger shares in Q2 2026, an estimated $391.
Kroger made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #221 holding.
Mascoma Wealth Management first reported a position in Kroger in Q1 2019 and has held it in 23 quarters since.
Mascoma Wealth Management's Kroger position peaked at $94.6K in Q1 2025.
1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.