Moneta Group Investment Advisors’s Kroger KR Stock Holding History

Moneta Group Investment Advisors’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	$3.18M	Sell	43,986 -3,437	-7%	-$233K	0.02%	213
2025 Q4	$2.96M	Sell	47,423 -203	-0.4%	-$13.3K	0.02%	227
2025 Q3	$3.21M	Buy	47,626 +4,249	+10%	+$296K	0.03%	210
2025 Q2	$3.11M	Sell	43,377 -82	-0.2%	-$5.66K	0.04%	179
2025 Q1	$2.94M	Sell	43,459 -1,009	-2%	-$63.9K	0.04%	167
2024 Q4	$2.72M	Sell	44,468 -20,526	-32%	-$1.2M	0.04%	179
2024 Q3	$3.72M	Buy	64,994 +16,050	+33%	+$861K	0.05%	146
2024 Q2	$2.44M	Buy	48,944 +36,501	+293%	+$1.97M	0.04%	175
2024 Q1	$711K	Sell	12,443 -893	-7%	-$44K	0.01%	318
2023 Q4	$610K	Buy	+13,336	New	+$592K	0.01%	306
2018 Q2	–	Sell	-280	Closed	-$7K	–	529
2018 Q1	$7K	Sell	280 -61	-18%	-$1.66K	﹤0.01%	491
2017 Q4	$9K	Buy	+341	New	+$7.94K	﹤0.01%	349

Other funds holding KR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Moneta Group Investment Advisors's KR Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Kroger (KR) stake by 7.2% in Q1 2026, selling an estimated $233K and leaving 43,986 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #213.

Moneta Group Investment Advisors first reported a position in KR in Q4 2017 and has held it in 12 quarters since. The position peaked at $3.72M in Q3 2024. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Moneta Group Investment Advisors held 43,986 shares of Kroger worth $3.18M as of Q1 2026.
Moneta Group Investment Advisors sold 3,437 Kroger shares in Q1 2026, an estimated $233K.
Kroger made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #213 holding.
Moneta Group Investment Advisors first reported a position in Kroger in Q4 2017 and has held it in 12 quarters since.
Moneta Group Investment Advisors's Kroger position peaked at $3.72M in Q3 2024.
1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.