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Mount Yale Investment Advisors’s Kroger KR Stock Holding History

Mount Yale 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 		$276K Buy
+3,821
New +$258K 0.01% 930
2025
Q3 		– Sell
-1,525
Closed -$109K – 1171
2025
Q2 		$109K Sell
1,525
-7,696
-83% -$532K 0.01% 637
2025
Q1 		$624K Sell
9,221
-2,029
-18% -$129K 0.05% 281
2024
Q4 		$688K Sell
11,250
-7,022
-38% -$412K 0.06% 281
2024
Q3 		$1.05M Sell
18,272
-583
-3% -$31.3K 0.1% 188
2024
Q2 		$941K Sell
18,855
-448
-2% -$24.1K 0.07% 219
2024
Q1 		$1.1M Sell
19,303
-23,090
-54% -$1.14M 0.08% 204
2023
Q4 		$1.94M Buy
42,393
+166
+0.4% +$7.37K 0.18% 126
2023
Q3 		$1.89M Sell
42,227
-2,509
-6% -$118K 0.21% 113
2023
Q2 		$2.1M Sell
44,736
-858
-2% -$40.9K 0.22% 100
2023
Q1 		$2.25M Buy
45,594
+23,579
+107% +$1.08M 0.25% 93
2022
Q4 		$981K Buy
+22,015
New +$1.01M 0.11% 186
2021
Q2 		– Sell
-155,075
Closed -$5.58M – 436
2021
Q1 		$5.58M Sell
155,075
-1,843
-1% -$63K 0.73% 31
2020
Q4 		$4.98M Sell
156,918
-9,173
-6% -$297K 0.7% 33
2020
Q3 		$5.63M Sell
166,091
-4,031
-2% -$139K 0.8% 16
2020
Q2 		$5.76M Sell
170,122
-109,018
-39% -$3.54M 1.03% 12
2020
Q1 		$8.41M Sell
279,140
-700
-0.3% -$20.5K 1.9% 7
2019
Q4 		$7.52M Buy
279,840
+1,349
+0.5% +$35.8K 1.31% 18
2019
Q3 		$7.52M Sell
278,491
-15,812
-5% -$368K 1.35% 17
2019
Q2 		$7.03M Buy
+294,303
New +$7.16M 1.3% 20

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mount Yale Investment Advisors's KR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Kroger (KR) in Q1 2026: 3,821 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in KR in Q2 2019 and has held it in 20 quarters since. The position peaked at $8.41M in Q1 2020. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Mount Yale Investment Advisors held 3,821 shares of Kroger worth $276K as of Q1 2026.
  • Kroger was a new Mount Yale Investment Advisors position in Q1 2026.
  • Kroger made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #930 holding.
  • Mount Yale Investment Advisors first reported a position in Kroger in Q2 2019 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Kroger position peaked at $8.41M in Q1 2020.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.