NPFS
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Novak & Powell Financial Services’s Kroger KR Stock Holding History

Novak & Powell Financial Services’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 		$275K Buy
4,958
+23
+0.5% +$1.5K 0.13% 139
2026
Q1 		$357K Buy
4,935
+21
+0.4% +$1.42K 0.19% 103
2025
Q4 		$307K Buy
4,914
+22
+0.4% +$1.44K 0.16% 119
2025
Q3 		$330K Buy
4,892
+21
+0.4% +$1.46K 0.17% 111
2025
Q2 		$349K Buy
4,871
+19
+0.4% +$1.31K 0.24% 89
2025
Q1 		$328K Buy
4,852
+19
+0.4% +$1.2K 0.2% 102
2024
Q4 		$296K Buy
4,833
+21
+0.4% +$1.23K 0.18% 107
2024
Q3 		$276K Buy
4,812
+24
+0.5% +$1.29K 0.16% 117
2024
Q2 		$239K Buy
4,788
+22
+0.5% +$1.19K 0.15% 123
2024
Q1 		$272K Buy
4,766
+23
+0.5% +$1.13K 0.2% 104
2023
Q4 		$217K Buy
+4,743
New +$211K 0.14% 129

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

Novak & Powell Financial Services's KR Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Kroger (KR) stake by 0.47% in Q2 2026, buying an estimated $1.5K and bringing the position to 4,958 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #139.

Novak & Powell Financial Services first reported a position in KR in Q4 2023 and has held it in 11 quarters since. The position peaked at $357K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Novak & Powell Financial Services held 4,958 shares of Kroger worth $275K as of Q2 2026.
  • Novak & Powell Financial Services bought 23 Kroger shares in Q2 2026, an estimated $1.5K.
  • Kroger made up 0.13% of Novak & Powell Financial Services's portfolio in Q2 2026, its #139 holding.
  • Novak & Powell Financial Services first reported a position in Kroger in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's Kroger position peaked at $357K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.