PWM
KR icon

Perigon Wealth Management’s Kroger KR Stock Holding History

Perigon Wealth Management’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 		$529K Sell
9,521
-542
-5% -$35.4K 0.01% 871
2026
Q1 		$728K Sell
10,063
-275
-3% -$18.6K 0.01% 636
2025
Q4 		$646K Buy
10,338
+469
+5% +$30.7K 0.01% 685
2025
Q3 		$665K Buy
9,869
+174
+2% +$12.1K 0.01% 644
2025
Q2 		$695K Sell
9,695
-216
-2% -$14.9K 0.02% 583
2025
Q1 		$671K Buy
9,911
+78
+0.8% +$4.94K 0.02% 549
2024
Q4 		$576K Buy
9,833
+253
+3% +$14.8K 0.01% 594
2024
Q3 		$549K Buy
9,580
+508
+6% +$27.3K 0.01% 592
2024
Q2 		$453K Sell
9,072
-146
-2% -$7.86K 0.01% 560
2024
Q1 		$527K Buy
9,218
+1,069
+13% +$52.6K 0.02% 522
2023
Q4 		$372K Buy
8,149
+167
+2% +$7.42K 0.01% 590
2023
Q3 		$357K Sell
7,982
-3
-0% -$141 0.01% 530
2023
Q2 		$375K Buy
7,985
+475
+6% +$22.7K 0.01% 533
2023
Q1 		$371K Sell
7,510
-1,567
-17% -$71.6K 0.02% 470
2022
Q4 		$405K Buy
9,077
+2,770
+44% +$127K 0.03% 438
2022
Q3 		$276K Sell
6,307
-62
-1% -$2.94K 0.02% 441
2022
Q2 		$301K Sell
6,369
-6,842
-52% -$365K 0.03% 432
2022
Q1 		$758K Sell
13,211
-246
-2% -$12.2K 0.05% 277
2021
Q4 		$609K Sell
13,457
-118
-0.9% -$4.96K 0.04% 300
2021
Q3 		$549K Sell
13,575
-721
-5% -$30.3K 0.05% 289
2021
Q2 		$548K Sell
14,296
-919
-6% -$34.6K 0.05% 289
2021
Q1 		$548K Sell
15,215
-124
-0.8% -$4.24K 0.06% 272
2020
Q4 		$487K Buy
15,339
+1,482
+11% +$48K 0.06% 256
2020
Q3 		$470K Buy
13,857
+1,300
+10% +$44.9K 0.07% 235
2020
Q2 		$425K Buy
+12,557
New +$407K 0.07% 212
2017
Q2 		– Sell
-428
Closed -$13K – 607
2017
Q1 		$13K Buy
428
+131
+44% +$4.18K ﹤0.01% 501
2016
Q4 		$9K Buy
+297
New +$9.69K ﹤0.01% 573

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

Perigon Wealth Management's KR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Kroger (KR) stake by 5.4% in Q2 2026, selling an estimated $35.4K and leaving 9,521 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #871.

Perigon Wealth Management first reported a position in KR in Q4 2016 and has held it in 27 quarters since. The position peaked at $758K in Q1 2022. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Perigon Wealth Management held 9,521 shares of Kroger worth $529K as of Q2 2026.
  • Perigon Wealth Management sold 542 Kroger shares in Q2 2026, an estimated $35.4K.
  • Kroger made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #871 holding.
  • Perigon Wealth Management first reported a position in Kroger in Q4 2016 and has held it in 27 quarters since.
  • Perigon Wealth Management's Kroger position peaked at $758K in Q1 2022.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.