Phillips Wealth Planners’s Kroger KR Stock Holding History

Phillips Wealth Planners’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	$259K	Sell	4,431 -231	-5%	-$15.1K	0.19%	175
2026 Q1	$302K	Sell	4,662 -686	-13%	-$46.4K	0.23%	150
2025 Q4	$342K	Buy	5,348 +188	+4%	+$12.3K	0.27%	121
2025 Q3	$334K	Sell	5,160 -589	-10%	-$41K	0.28%	123
2025 Q2	$401K	Sell	5,749 -377	-6%	-$26K	0.36%	96
2025 Q1	$418K	Buy	6,126 +66	+1%	+$4.18K	0.44%	74
2024 Q4	$358K	Sell	6,060 -14	-0.2%	-$821	0.36%	93
2024 Q3	$344K	Buy	6,074 +733	+14%	+$39.3K	0.33%	111
2024 Q2	$283K	Buy	5,341 +1,246	+30%	+$67.1K	0.3%	127
2024 Q1	$226K	Buy	+4,095	New	+$202K	0.26%	151
2023 Q2	–	Sell	-4,093	Closed	-$202K	–	153
2023 Q1	$202K	Buy	+4,093	New	+$187K	0.27%	142

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Phillips Wealth Planners's KR Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Kroger (KR) stake by 5% in Q2 2026, selling an estimated $15.1K and leaving 4,431 shares worth $259K. The position accounts for 0.19% of the portfolio, ranked #175.

Phillips Wealth Planners first reported a position in KR in Q1 2023 and has held it in 11 quarters since. The position peaked at $418K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Phillips Wealth Planners held 4,431 shares of Kroger worth $259K as of Q2 2026.
Phillips Wealth Planners sold 231 Kroger shares in Q2 2026, an estimated $15.1K.
Kroger made up 0.19% of Phillips Wealth Planners's portfolio in Q2 2026, its #175 holding.
Phillips Wealth Planners first reported a position in Kroger in Q1 2023 and has held it in 11 quarters since.
Phillips Wealth Planners's Kroger position peaked at $418K in Q1 2025.
1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

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