Pettee Investors’s Kroger KR Stock Holding History

Pettee Investors’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	$602K	Hold	8,842	–	–	0.31%	73
2025 Q4	$552K	Sell	8,842 -32,105	-78%	-$2.1M	0.31%	74
2025 Q3	$2.76M	Hold	40,947	–	–	1.52%	17
2025 Q2	$2.94M	Hold	40,947	–	–	1.76%	14
2025 Q1	$2.77M	Hold	40,947	–	–	1.65%	16
2024 Q4	$2.5M	Hold	40,947	–	–	1.27%	25
2024 Q3	$2.35M	Hold	40,947	–	–	1.14%	28
2024 Q2	$2.04M	Buy	40,947 +4,836	+13%	+$260K	0.99%	34
2024 Q1	$2.06M	Hold	36,111	–	–	0.87%	40
2023 Q4	$1.65M	Hold	36,111	–	–	0.73%	47
2023 Q3	$1.62M	Buy	36,111 +555	+2%	+$26.1K	0.77%	45
2023 Q2	$1.67M	Buy	35,556 +270	+0.8%	+$12.9K	0.76%	42
2023 Q1	$1.74M	Buy	35,286 +19,786	+128%	+$904K	0.83%	39
2022 Q4	$691K	Hold	15,500	–	–	0.34%	80
2022 Q3	$678K	Hold	15,500	–	–	0.36%	79
2022 Q2	$734K	Hold	15,500	–	–	0.37%	77
2022 Q1	$889K	Hold	15,500	–	–	0.39%	76
2021 Q4	$702K	Hold	15,500	–	–	0.29%	88
2021 Q3	$627K	Hold	15,500	–	–	0.29%	85
2021 Q2	$594K	Hold	15,500	–	–	0.28%	89
2021 Q1	$558K	Hold	15,500	–	–	0.27%	89
2020 Q4	$492K	Hold	15,500	–	–	0.26%	82
2020 Q3	$526K	Hold	15,500	–	–	0.3%	77
2020 Q2	$525K	Sell	15,500 -1,545	-9%	-$50.1K	0.32%	71
2020 Q1	$513K	Hold	17,045	–	–	0.37%	69
2019 Q4	$494K	Sell	17,045 -140	-0.8%	-$3.71K	0.28%	88
2019 Q3	$443K	Hold	17,185	–	–	0.28%	85
2019 Q2	$373K	Sell	17,185 -10,000	-37%	-$243K	0.24%	97
2019 Q1	$669K	Hold	27,185	–	–	0.42%	69
2018 Q4	$748K	Hold	27,185	–	–	0.53%	57
2018 Q3	$791K	Buy	+27,185	New	+$809K	0.47%	64

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

Pettee Investors's KR Position: Q1 2026 in Review

Pettee Investors held its Kroger (KR) position steady in Q1 2026 at 8,842 shares worth $602K. The position accounts for 0.31% of the portfolio, ranked #73.

Pettee Investors first reported a position in KR in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.94M in Q2 2025. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Pettee Investors held 8,842 shares of Kroger worth $602K as of Q1 2026.
Pettee Investors left its Kroger share count unchanged in Q1 2026.
Kroger made up 0.31% of Pettee Investors's portfolio in Q1 2026, its #73 holding.
Pettee Investors first reported a position in Kroger in Q3 2018 and has held it in 31 quarters since.
Pettee Investors's Kroger position peaked at $2.94M in Q2 2025.
1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Pettee Investors's 13F filing for Q1 2026, filed 4 May 2026.