Precedent Wealth Partners
KR icon

Precedent Wealth Partners’s Kroger KR Stock Holding History

Precedent Wealth Partners’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
Q3 		– Sell
-33,935
Closed -$1.88M – 218
2026
Q2 		$1.88M Buy
33,935
+1,239
+4% +$80.8K 0.31% 91
2026
Q1 		$2.37M Buy
32,696
+1,518
+5% +$103K 0.47% 66
2025
Q4 		$1.95M Buy
31,178
+1,618
+5% +$106K 0.41% 75
2025
Q3 		$1.99M Buy
29,560
+2,426
+9% +$169K 0.44% 69
2025
Q2 		$1.95M Buy
27,134
+3,420
+14% +$236K 0.48% 63
2025
Q1 		$1.61M Buy
23,714
+3,785
+19% +$240K 0.45% 68
2024
Q4 		$1.22M Buy
19,929
+547
+3% +$32.1K 0.4% 74
2024
Q3 		$1.11M Buy
19,382
+2,283
+13% +$122K 0.37% 74
2024
Q2 		$854K Buy
17,099
+1,491
+10% +$80.3K 0.34% 77
2024
Q1 		$892K Buy
15,608
+7,559
+94% +$372K 0.38% 71
2023
Q4 		$368K Buy
+8,049
New +$357K 0.19% 100

Other funds holding KR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Precedent Wealth Partners's KR Position: Q3 2026 in Review

Precedent Wealth Partners sold out of Kroger (KR) in Q3 2026, closing a stake of 33,935 shares — an estimated $1.88M sold.

Precedent Wealth Partners first reported a position in KR in Q4 2023 and held it in 11 quarters. The position peaked at $2.37M in Q1 2026. 1,134 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Precedent Wealth Partners reported no remaining Kroger position as of Q3 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 33,935 Kroger shares in Q3 2026, an estimated $1.88M.
  • Precedent Wealth Partners first reported a position in Kroger in Q4 2023 and held it in 11 quarters.
  • Precedent Wealth Partners's Kroger position peaked at $2.37M in Q1 2026.
  • 1,134 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.