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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
Q2 		$2.44M Sell
43,953
-33
-0.1% -$2.15K 0.02% 278
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
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

Moneta Group Investment Advisors's KR Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Kroger (KR) stake by 0.08% in Q2 2026, selling an estimated $2.15K and leaving 43,953 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #278.

Moneta Group Investment Advisors first reported a position in KR in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.72M in Q3 2024. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Moneta Group Investment Advisors held 43,953 shares of Kroger worth $2.44M as of Q2 2026.
  • Moneta Group Investment Advisors sold 33 Kroger shares in Q2 2026, an estimated $2.15K.
  • Kroger made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • Moneta Group Investment Advisors first reported a position in Kroger in Q4 2017 and has held it in 13 quarters since.
  • Moneta Group Investment Advisors's Kroger position peaked at $3.72M in Q3 2024.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.