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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
Q2 		– Sell
-3,821
Closed -$276K – 1237
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 $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

Mount Yale Investment Advisors's KR Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Kroger (KR) in Q2 2026, closing a stake of 3,821 shares — an estimated $276K sold.

Mount Yale Investment Advisors first reported a position in KR in Q2 2019 and held it in 20 quarters. The position peaked at $8.41M in Q1 2020. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,821 Kroger shares in Q2 2026, an estimated $276K.
  • Mount Yale Investment Advisors first reported a position in Kroger in Q2 2019 and held it in 20 quarters.
  • Mount Yale Investment Advisors's Kroger position peaked at $8.41M in Q1 2020.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.