MOR Wealth Management’s Kroger KR Stock Holding History

MOR 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	-2,986	Closed	-$216K	–	130
2026 Q1	$216K	Sell	2,986 -502	-14%	-$34K	0.1%	94
2025 Q4	$218K	Buy	+3,488	New	+$228K	0.1%	99

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

MOR Wealth Management sold out of Kroger (KR) in Q2 2026, closing a stake of 2,986 shares — an estimated $216K sold.

MOR Wealth Management first reported a position in KR in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold KR as of Q2 2026.

MOR Wealth Management reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
MOR Wealth Management sold 2,986 Kroger shares in Q2 2026, an estimated $216K.
MOR Wealth Management first reported a position in Kroger in Q4 2025 and held it in 2 quarters.
MOR Wealth Management's Kroger position peaked at $218K in Q4 2025.
1,307 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.