MWM
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Mission Wealth Management’s Kroger KR Stock Holding History

Mission 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 		$855K Buy
15,391
+7,101
+86% +$463K 0.01% 524
2026
Q1 		$600K Buy
8,290
+50
+0.6% +$3.38K 0.01% 438
2025
Q4 		$515K Buy
8,240
+1
+0% +$65 0.01% 488
2025
Q3 		$555K Sell
8,239
-229
-3% -$15.9K 0.01% 465
2025
Q2 		$607K Buy
8,468
+413
+5% +$28.5K 0.01% 428
2025
Q1 		$545K Sell
8,055
-1,507
-16% -$95.5K 0.01% 430
2024
Q4 		$585K Buy
+9,562
New +$561K 0.01% 392
2024
Q2 		– Sell
-3,712
Closed -$212K – 710
2024
Q1 		$212K Buy
+3,712
New +$183K 0.01% 636

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

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

Mission Wealth Management increased its Kroger (KR) stake by 86% in Q2 2026, buying an estimated $463K and bringing the position to 15,391 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #524.

Mission Wealth Management first reported a position in KR in Q1 2024 and has held it in 8 quarters since. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Mission Wealth Management held 15,391 shares of Kroger worth $855K as of Q2 2026.
  • Mission Wealth Management bought 7,101 Kroger shares in Q2 2026, an estimated $463K.
  • Kroger made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Mission Wealth Management first reported a position in Kroger in Q1 2024 and has held it in 8 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.