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PDS Planning’s Kroger KR Stock Holding History

PDS Planning’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 		$387K Sell
6,967
-462
-6% -$30.1K 0.02% 351
2026
Q1 		$538K Buy
7,429
+166
+2% +$11.2K 0.04% 250
2025
Q4 		$454K Sell
7,263
-447
-6% -$29.2K 0.03% 279
2025
Q3 		$520K Sell
7,710
-5
-0.1% -$348 0.04% 238
2025
Q2 		$553K Buy
7,715
+152
+2% +$10.5K 0.04% 217
2025
Q1 		$512K Buy
7,563
+281
+4% +$17.8K 0.04% 205
2024
Q4 		$445K Buy
7,282
+1,174
+19% +$68.9K 0.04% 209
2024
Q3 		$350K Buy
6,108
+632
+12% +$33.9K 0.03% 261
2024
Q2 		$273K Sell
5,476
-10
-0.2% -$538 0.03% 284
2024
Q1 		$313K Sell
5,486
-196
-3% -$9.65K 0.03% 251
2023
Q4 		$260K Sell
5,682
-172
-3% -$7.64K 0.03% 267
2023
Q3 		$262K Buy
5,854
+387
+7% +$18.2K 0.03% 235
2023
Q2 		$257K Buy
5,467
+327
+6% +$15.6K 0.03% 245
2023
Q1 		$254K Buy
+5,140
New +$235K 0.04% 225
2022
Q3 		– Sell
-4,947
Closed -$234K – 219
2022
Q2 		$234K Sell
4,947
-716
-13% -$38.2K 0.04% 169
2022
Q1 		$325K Buy
5,663
+1,158
+26% +$57.5K 0.06% 138
2021
Q4 		$204K Sell
4,505
-356
-7% -$15K 0.04% 193
2021
Q3 		$197K Buy
+4,861
New +$204K 0.05% 190

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

PDS Planning's KR Position: Q2 2026 in Review

PDS Planning reduced its Kroger (KR) stake by 6.2% in Q2 2026, selling an estimated $30.1K and leaving 6,967 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #351.

PDS Planning first reported a position in KR in Q3 2021 and has held it in 18 quarters since. The position peaked at $553K in Q2 2025. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • PDS Planning held 6,967 shares of Kroger worth $387K as of Q2 2026.
  • PDS Planning sold 462 Kroger shares in Q2 2026, an estimated $30.1K.
  • Kroger made up 0.02% of PDS Planning's portfolio in Q2 2026, its #351 holding.
  • PDS Planning first reported a position in Kroger in Q3 2021 and has held it in 18 quarters since.
  • PDS Planning's Kroger position peaked at $553K in Q2 2025.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.