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 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 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

Precedent Wealth Partners's KR Position: Q2 2026 in Review

Precedent Wealth Partners increased its Kroger (KR) stake by 3.8% in Q2 2026, buying an estimated $80.8K and bringing the position to 33,935 shares worth $1.88M. The position accounts for 0.31% of the portfolio, ranked #91.

Precedent Wealth Partners first reported a position in KR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Precedent Wealth Partners held 33,935 shares of Kroger worth $1.88M as of Q2 2026.
Precedent Wealth Partners bought 1,239 Kroger shares in Q2 2026, an estimated $80.8K.
Kroger made up 0.31% of Precedent Wealth Partners's portfolio in Q2 2026, its #91 holding.
Precedent Wealth Partners first reported a position in Kroger in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Kroger position peaked at $2.37M in Q1 2026.
1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.