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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Novak & Powell Financial Services's KR Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Kroger (KR) stake by 0.43% in Q1 2026, buying an estimated $1.42K and bringing the position to 4,935 shares worth $357K. The position accounts for 0.19% of the portfolio, ranked #103.

Novak & Powell Financial Services first reported a position in KR in Q4 2023 and has held it in 10 quarters since. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Novak & Powell Financial Services held 4,935 shares of Kroger worth $357K as of Q1 2026.
Novak & Powell Financial Services bought 21 Kroger shares in Q1 2026, an estimated $1.42K.
Kroger made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #103 holding.
Novak & Powell Financial Services first reported a position in Kroger in Q4 2023 and has held it in 10 quarters since.
1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.