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Phillips Financial Management’s Kroger KR Stock Holding History

Phillips Financial 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
Q1 		– Sell
-7,294
Closed -$456K – 305
2025
Q4 		$456K Sell
7,294
-27
-0.4% -$1.77K 0.03% 147
2025
Q3 		$494K Buy
7,321
+61
+0.8% +$4.25K 0.03% 150
2025
Q2 		$521K Sell
7,260
-162
-2% -$11.2K 0.04% 140
2025
Q1 		$502K Buy
7,422
+3,929
+112% +$249K 0.04% 136
2024
Q4 		$214K Sell
3,493
-16
-0.5% -$939 0.02% 171
2024
Q3 		$201K Buy
+3,509
New +$188K 0.02% 181
2024
Q2 		– Sell
-3,954
Closed -$226K – 274
2024
Q1 		$226K Buy
+3,954
New +$195K 0.02% 168

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Phillips Financial Management's KR Position: Q1 2026 in Review

Phillips Financial Management sold out of Kroger (KR) in Q1 2026, closing a stake of 7,294 shares — an estimated $456K sold.

Phillips Financial Management first reported a position in KR in Q1 2024 and held it in 7 quarters. The position peaked at $521K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Phillips Financial Management reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 7,294 Kroger shares in Q1 2026, an estimated $456K.
  • Phillips Financial Management first reported a position in Kroger in Q1 2024 and held it in 7 quarters.
  • Phillips Financial Management's Kroger position peaked at $521K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.