Optima Capital’s Kroger KR Stock Holding History

Optima Capital’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	–	Sell	-27	Closed	-$1.69K	–	776
2025 Q4	$1.69K	Buy	+27	New	+$1.77K	﹤0.01%	821

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

Optima Capital's KR Position: Q1 2026 in Review

Optima Capital sold out of Kroger (KR) in Q1 2026, closing a stake of 27 shares — an estimated $1.69K sold.

Optima Capital first reported a position in KR in Q4 2025 and held it in 1 quarter. The position peaked at $1.69K in Q4 2025. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Optima Capital reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 27 Kroger shares in Q1 2026, an estimated $1.69K.
Optima Capital first reported a position in Kroger in Q4 2025 and held it in 1 quarter.
Optima Capital's Kroger position peaked at $1.69K in Q4 2025.
1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.