Obermeyer Wealth Partners’s Kroger KR Stock Holding History

Obermeyer Wealth Partners’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	$267K	Hold	4,811	–	–	0.01%	262
2026 Q1	$348K	Hold	4,811	–	–	0.02%	214
2025 Q4	$301K	Hold	4,811	–	–	0.01%	237
2025 Q3	$324K	Buy	4,811 +82	+2%	+$5.71K	0.02%	220
2025 Q2	$339K	Hold	4,729	–	–	0.02%	204
2025 Q1	$320K	Sell	4,729 -316	-6%	-$20K	0.02%	196
2024 Q4	$309K	Hold	5,045	–	–	0.02%	203
2024 Q3	$289K	Buy	5,045 +413	+9%	+$22.2K	0.02%	208
2024 Q2	$231K	Sell	4,632 -450	-9%	-$24.2K	0.01%	218
2024 Q1	$290K	Hold	5,082	–	–	0.02%	197
2023 Q4	$232K	Hold	5,082	–	–	0.02%	199
2023 Q3	$227K	Sell	5,082 -928	-15%	-$43.7K	0.02%	188
2023 Q2	$282K	Hold	6,010	–	–	0.02%	166
2023 Q1	$297K	Sell	6,010 -2,976	-33%	-$136K	0.02%	162
2022 Q4	$401K	Hold	8,986	–	–	0.03%	133
2022 Q3	$393K	Buy	+8,986	New	+$427K	0.03%	125
2013 Q3	–	Sell	-750	Closed	-$13K	–	181
2013 Q2	$13K	Buy	+750	New	+$12.8K	﹤0.01%	246

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Obermeyer Wealth Partners's KR Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Kroger (KR) position steady in Q2 2026 at 4,811 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #262.

Obermeyer Wealth Partners first reported a position in KR in Q2 2013 and has held it in 17 quarters since. The position peaked at $401K in Q4 2022. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Obermeyer Wealth Partners held 4,811 shares of Kroger worth $267K as of Q2 2026.
Obermeyer Wealth Partners left its Kroger share count unchanged in Q2 2026.
Kroger made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #262 holding.
Obermeyer Wealth Partners first reported a position in Kroger in Q2 2013 and has held it in 17 quarters since.
Obermeyer Wealth Partners's Kroger position peaked at $401K in Q4 2022.
1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.