MWM
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Moran Wealth Management’s Kroger KR Stock Holding History

Moran 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 		$13.8M Sell
248,010
-8,567
-3% -$559K 0.38% 84
2026
Q1 		$18.6M Sell
256,577
-739
-0.3% -$50K 0.57% 46
2025
Q4 		$16.1M Sell
257,316
-9,760
-4% -$638K 0.49% 60
2025
Q3 		$18M Buy
267,076
+65,170
+32% +$4.54M 0.54% 52
2025
Q2 		$14.5M Sell
201,906
-4,383
-2% -$303K 0.45% 66
2025
Q1 		$14M Buy
+206,289
New +$13.1M 0.47% 70
2023
Q2 		– Sell
-16,232
Closed -$801K – 402
2023
Q1 		$801K Sell
16,232
-135,055
-89% -$6.17M 0.03% 267
2022
Q4 		$6.74M Buy
+151,287
New +$6.95M 0.26% 119

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

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

Moran Wealth Management reduced its Kroger (KR) stake by 3.3% in Q2 2026, selling an estimated $559K and leaving 248,010 shares worth $13.8M. The position accounts for 0.38% of the portfolio, ranked #84.

Moran Wealth Management first reported a position in KR in Q4 2022 and has held it in 8 quarters since. The position peaked at $18.6M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Moran Wealth Management held 248,010 shares of Kroger worth $13.8M as of Q2 2026.
  • Moran Wealth Management sold 8,567 Kroger shares in Q2 2026, an estimated $559K.
  • Kroger made up 0.38% of Moran Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Moran Wealth Management first reported a position in Kroger in Q4 2022 and has held it in 8 quarters since.
  • Moran Wealth Management's Kroger position peaked at $18.6M in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.