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Monarch Capital Management’s Kroger KR Stock Holding History

Monarch Capital 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 		$8.56M Buy
154,200
+5,118
+3% +$334K 1.96% 16
2026
Q1 		$10.8M Buy
149,082
+217
+0.1% +$14.7K 2.64% 9
2025
Q4 		$9.3M Buy
148,865
+3,993
+3% +$261K 2.29% 12
2025
Q3 		$9.77M Buy
144,872
+1,963
+1% +$137K 2.39% 12
2025
Q2 		$10.3M Sell
142,909
-280
-0.2% -$19.3K 2.75% 7
2025
Q1 		$9.69M Sell
143,189
-1,922
-1% -$122K 2.69% 10
2024
Q4 		$8.87M Sell
145,111
-1,245
-0.9% -$73K 2.43% 11
2024
Q3 		$8.39M Buy
146,356
+415
+0.3% +$22.3K 2.26% 12
2024
Q2 		$7.29M Sell
145,941
-743
-0.5% -$40K 2.14% 13
2024
Q1 		$8.38M Sell
146,684
-920
-0.6% -$45.3K 2.37% 12
2023
Q4 		$6.75M Buy
147,604
+520
+0.4% +$23.1K 2.04% 14
2023
Q3 		$6.58M Buy
147,084
+25
+0% +$1.18K 2.11% 15
2023
Q2 		$6.91M Buy
147,059
+710
+0.5% +$33.9K 2.1% 14
2023
Q1 		$7.23M Buy
146,349
+568
+0.4% +$26K 2.22% 14
2022
Q4 		$6.5M Sell
145,781
-6,007
-4% -$276K 1.99% 17
2022
Q3 		$6.64M Sell
151,788
-2,395
-2% -$114K 2.16% 13
2022
Q2 		$7.3M Sell
154,183
-1,442
-0.9% -$76.9K 2.17% 14
2022
Q1 		$8.93M Sell
155,625
-4,161
-3% -$207K 2.36% 12
2021
Q4 		$7.23M Buy
159,786
+1,860
+1% +$78.2K 1.85% 17
2021
Q3 		$6.38M Buy
157,926
+821
+0.5% +$34.5K 1.78% 21
2021
Q2 		$6.02M Sell
157,105
-40
-0% -$1.51K 1.72% 22
2021
Q1 		$5.66M Sell
157,145
-380
-0.2% -$13K 1.68% 25
2020
Q4 		$5M Sell
157,525
-520
-0.3% -$16.9K 1.57% 26
2020
Q3 		$5.36M Sell
158,045
-570
-0.4% -$19.7K 1.86% 22
2020
Q2 		$5.37M Buy
158,615
+410
+0.3% +$13.3K 1.96% 22
2020
Q1 		$4.76M Buy
158,205
+648
+0.4% +$19K 1.94% 22
2019
Q4 		$4.57M Sell
157,557
-100
-0.1% -$2.65K 1.49% 28
2019
Q3 		$4.06M Buy
157,657
+11,687
+8% +$272K 1.42% 31
2019
Q2 		$3.17M Buy
145,970
+8,995
+7% +$219K 1.13% 36
2019
Q1 		$3.37M Buy
136,975
+31,440
+30% +$861K 1.22% 35
2018
Q4 		$2.9M Buy
105,535
+3,685
+4% +$107K 1.18% 35
2018
Q3 		$2.96M Buy
101,850
+5,935
+6% +$177K 1.07% 35
2018
Q2 		$2.73M Buy
95,915
+5,540
+6% +$139K 1.05% 35
2018
Q1 		$2.16M Buy
90,375
+45,075
+100% +$1.22M 0.83% 41
2017
Q4 		$1.24M Buy
45,300
+5,100
+13% +$119K 0.46% 54
2017
Q3 		$806K Buy
40,200
+1,000
+3% +$22.5K 0.3% 63
2017
Q2 		$914K Buy
+39,200
New +$1.11M 0.35% 60

Other funds holding KR

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Monarch Capital Management's KR Position: Q2 2026 in Review

Monarch Capital Management increased its Kroger (KR) stake by 3.4% in Q2 2026, buying an estimated $334K and bringing the position to 154,200 shares worth $8.56M. The position accounts for 1.96% of the portfolio, ranked #16.

Monarch Capital Management first reported a position in KR in Q2 2017 and has held it in 37 quarters since. The position peaked at $10.8M in Q1 2026. 554 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Monarch Capital Management held 154,200 shares of Kroger worth $8.56M as of Q2 2026.
  • Monarch Capital Management bought 5,118 Kroger shares in Q2 2026, an estimated $334K.
  • Kroger made up 1.96% of Monarch Capital Management's portfolio in Q2 2026, its #16 holding.
  • Monarch Capital Management first reported a position in Kroger in Q2 2017 and has held it in 37 quarters since.
  • Monarch Capital Management's Kroger position peaked at $10.8M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.