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Mindset Wealth Management’s Kroger KR Stock Holding History

Mindset 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
Q1 		$816K Buy
11,272
+965
+9% +$65.3K 0.22% 59
2025
Q4 		$644K Buy
10,307
+653
+7% +$42.7K 0.17% 65
2025
Q3 		$651K Buy
9,654
+59
+0.6% +$4.11K 0.18% 57
2025
Q2 		$688K Buy
9,595
+506
+6% +$34.9K 0.23% 53
2025
Q1 		$615K Buy
9,089
+185
+2% +$11.7K 0.24% 55
2024
Q4 		$544K Buy
8,904
+204
+2% +$12K 0.2% 56
2024
Q3 		$499K Buy
+8,700
New +$467K 0.21% 57

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

Mindset Wealth Management's KR Position: Q1 2026 in Review

Mindset Wealth Management increased its Kroger (KR) stake by 9.4% in Q1 2026, buying an estimated $65.3K and bringing the position to 11,272 shares worth $816K. The position accounts for 0.22% of the portfolio, ranked #59.

Mindset Wealth Management first reported a position in KR in Q3 2024 and has held it in 7 quarters since. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Mindset Wealth Management held 11,272 shares of Kroger worth $816K as of Q1 2026.
  • Mindset Wealth Management bought 965 Kroger shares in Q1 2026, an estimated $65.3K.
  • Kroger made up 0.22% of Mindset Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Mindset Wealth Management first reported a position in Kroger in Q3 2024 and has held it in 7 quarters since.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.