MWM
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Modern Wealth Management’s Kroger KR Stock Holding History

Modern 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 		$522K Sell
9,392
-45
-0.5% -$2.94K 0.01% 706
2026
Q1 		$666K Sell
9,437
-523
-5% -$35.4K 0.01% 515
2025
Q4 		$622K Buy
9,960
+232
+2% +$15.2K 0.01% 494
2025
Q3 		$656K Buy
9,728
+60
+0.6% +$4.18K 0.01% 456
2025
Q2 		$693K Buy
9,668
+6
+0.1% +$414 0.02% 427
2025
Q1 		$654K Buy
+9,662
New +$612K 0.02% 368

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

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

Modern Wealth Management reduced its Kroger (KR) stake by 0.48% in Q2 2026, selling an estimated $2.94K and leaving 9,392 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #706.

Modern Wealth Management first reported a position in KR in Q1 2025 and has held it in 6 quarters since. The position peaked at $693K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Modern Wealth Management held 9,392 shares of Kroger worth $522K as of Q2 2026.
  • Modern Wealth Management sold 45 Kroger shares in Q2 2026, an estimated $2.94K.
  • Kroger made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Modern Wealth Management first reported a position in Kroger in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Kroger position peaked at $693K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

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