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 Q2	$247K	Buy	4,446 +6	+0.1%	+$391	0.02%	450
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 $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

Pinnacle Wealth Planning Services's KR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Kroger (KR) stake by 0.14% in Q2 2026, buying an estimated $391 and bringing the position to 4,446 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #450.

Pinnacle Wealth Planning Services first reported a position in KR in Q4 2020 and has held it in 16 quarters since. The position peaked at $321K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Pinnacle Wealth Planning Services held 4,446 shares of Kroger worth $247K as of Q2 2026.
Pinnacle Wealth Planning Services bought 6 Kroger shares in Q2 2026, an estimated $391.
Kroger made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #450 holding.
Pinnacle Wealth Planning Services first reported a position in Kroger in Q4 2020 and has held it in 16 quarters since.
Pinnacle Wealth Planning Services's Kroger position peaked at $321K in Q1 2026.
1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.