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Morton Brown Family Wealth’s Kroger KR Stock Holding History

Morton Brown Family Wealth’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 		$389 Buy
+7
New +$457 ﹤0.01% 401
2022
Q3 		– Sell
-88
Closed -$4K – 281
2022
Q2 		$4K Buy
+88
New +$4.69K ﹤0.01% 161

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's KR Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Kroger (KR) in Q2 2026: 7 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in KR as recently as Q2 2022.

Morton Brown Family Wealth first reported a position in KR in Q2 2022 and has held it in 2 quarters since. The position peaked at $4K in Q2 2022. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Morton Brown Family Wealth held 7 shares of Kroger worth $389 as of Q2 2026.
  • Kroger was a new Morton Brown Family Wealth position in Q2 2026.
  • Kroger made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #401 holding.
  • Morton Brown Family Wealth first reported a position in Kroger in Q2 2022 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's Kroger position peaked at $4K in Q2 2022.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.