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Medallion Wealth Advisors’s Kroger KR Stock Holding History

Medallion Wealth 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 		$36.2K Sell
500
-60
-11% -$4.06K 0.01% 535
2025
Q4 		$35K Hold
560
– – 0.01% 530
2025
Q3 		$37.8K Sell
560
-20
-3% -$1.39K 0.01% 512
2025
Q2 		$41.4K Hold
580
– – 0.02% 491
2025
Q1 		$39.5K Buy
580
+80
+16% +$5.07K 0.02% 461
2024
Q4 		$30.6K Buy
+500
New +$29.3K 0.02% 497

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

Medallion Wealth Advisors's KR Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Kroger (KR) stake by 11% in Q1 2026, selling an estimated $4.06K and leaving 500 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #535.

Medallion Wealth Advisors first reported a position in KR in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.4K in Q2 2025. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Medallion Wealth Advisors held 500 shares of Kroger worth $36.2K as of Q1 2026.
  • Medallion Wealth Advisors sold 60 Kroger shares in Q1 2026, an estimated $4.06K.
  • Kroger made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #535 holding.
  • Medallion Wealth Advisors first reported a position in Kroger in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Kroger position peaked at $41.4K in Q2 2025.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.