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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
Q2 		$36.8K Buy
881
+381
+76% +$24.9K 0.01% 526
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 $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

Medallion Wealth Advisors's KR Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Kroger (KR) stake by 76% in Q2 2026, buying an estimated $24.9K and bringing the position to 881 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #526.

Medallion Wealth Advisors first reported a position in KR in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.4K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Medallion Wealth Advisors held 881 shares of Kroger worth $36.8K as of Q2 2026.
  • Medallion Wealth Advisors bought 381 Kroger shares in Q2 2026, an estimated $24.9K.
  • Kroger made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #526 holding.
  • Medallion Wealth Advisors first reported a position in Kroger in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Kroger position peaked at $41.4K in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.