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Modera Wealth Management’s Kroger KR Stock Holding History

Modera 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 		– Sell
-3,177
Closed -$230K – 662
2026
Q1 		$230K Sell
3,177
-477
-13% -$32.3K ﹤0.01% 586
2025
Q4 		$228K Buy
+3,654
New +$239K ﹤0.01% 596
2022
Q1 		– Sell
-7,887
Closed -$357K – 485
2021
Q4 		$357K Buy
+7,887
New +$332K 0.01% 357

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

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

Modera Wealth Management sold out of Kroger (KR) in Q2 2026, closing a stake of 3,177 shares — an estimated $230K sold.

Modera Wealth Management first reported a position in KR in Q4 2021 and held it in 3 quarters. The position peaked at $357K in Q4 2021. 775 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Modera Wealth Management reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 3,177 Kroger shares in Q2 2026, an estimated $230K.
  • Modera Wealth Management first reported a position in Kroger in Q4 2021 and held it in 3 quarters.
  • Modera Wealth Management's Kroger position peaked at $357K in Q4 2021.
  • 775 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.