Pinnacle Wealth Planning Services’s Kroger KR Stock Holding History

Pinnacle Wealth Planning Services’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	$321K	Buy	4,440 +442	+11%	+$29.9K	0.03%	317
2025 Q4	$250K	Sell	3,998 -12	-0.3%	-$785	0.03%	392
2025 Q3	$270K	Buy	4,010 +12	+0.3%	+$835	0.03%	359
2025 Q2	$287K	Buy	3,998 +929	+30%	+$64.2K	0.04%	311
2025 Q1	$208K	Buy	+3,069	New	+$194K	0.03%	356
2024 Q4	–	Sell	-4,267	Closed	-$244K	–	485
2024 Q3	$244K	Hold	4,267	–	–	0.03%	373
2024 Q2	$213K	Hold	4,267	–	–	0.03%	406
2024 Q1	$244K	Buy	+4,267	New	+$210K	0.04%	367
2023 Q3	–	Sell	-4,674	Closed	-$220K	–	471
2023 Q2	$220K	Hold	4,674	–	–	0.04%	352
2023 Q1	$231K	Buy	4,674 +13	+0.3%	+$594	0.04%	335
2022 Q4	$208K	Sell	4,661 -64	-1%	-$2.94K	0.04%	366
2022 Q3	$207K	Hold	4,725	–	–	0.04%	321
2022 Q2	$224K	Buy	4,725 +22	+0.5%	+$1.17K	0.04%	313
2022 Q1	$270K	Buy	+4,703	New	+$233K	0.05%	292
2021 Q1	–	Sell	-2,760	Closed	-$87K	–	1199
2020 Q4	$87K	Buy	+2,760	New	+$89.5K	0.02%	534

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

Pinnacle Wealth Planning Services's KR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Kroger (KR) stake by 11% in Q1 2026, buying an estimated $29.9K and bringing the position to 4,440 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #317.

Pinnacle Wealth Planning Services first reported a position in KR in Q4 2020 and has held it in 15 quarters since. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Pinnacle Wealth Planning Services held 4,440 shares of Kroger worth $321K as of Q1 2026.
Pinnacle Wealth Planning Services bought 442 Kroger shares in Q1 2026, an estimated $29.9K.
Kroger made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #317 holding.
Pinnacle Wealth Planning Services first reported a position in Kroger in Q4 2020 and has held it in 15 quarters since.
1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.