Private Wealth Partners’s Kroger KR Stock Holding History

Private 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	$1.22M	Hold	21,974	–	–	0.09%	91
2026 Q1	$1.59M	Hold	21,974	–	–	0.12%	80
2025 Q4	$1.37M	Sell	21,974 -1,737	-7%	-$114K	0.1%	85
2025 Q3	$1.6M	Sell	23,711 -343	-1%	-$23.9K	0.11%	76
2025 Q2	$1.73M	Hold	24,054	–	–	0.13%	71
2025 Q1	$1.63M	Hold	24,054	–	–	0.13%	73
2024 Q4	$1.47M	Buy	24,054 +83	+0.3%	+$4.87K	0.11%	78
2024 Q3	$1.37M	Hold	23,971	–	–	0.11%	78
2024 Q2	$1.2M	Hold	23,971	–	–	0.09%	80
2024 Q1	$1.37M	Buy	23,971 +1,877	+8%	+$92.4K	0.11%	73
2023 Q4	$1.01M	Hold	22,094	–	–	0.09%	86
2023 Q3	$989K	Hold	22,094	–	–	0.09%	77
2023 Q2	$1.04M	Sell	22,094 -2,137	-9%	-$102K	0.1%	77
2023 Q1	$1.2M	Buy	24,231 +4,224	+21%	+$193K	0.12%	70
2022 Q4	$892K	Hold	20,007	–	–	0.1%	77
2022 Q3	$875K	Hold	20,007	–	–	0.11%	63
2022 Q2	$947K	Hold	20,007	–	–	0.11%	65
2022 Q1	$1.15M	Hold	20,007	–	–	0.1%	68
2021 Q4	$906K	Buy	+20,007	New	+$841K	0.08%	69

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

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

Private Wealth Partners held its Kroger (KR) position steady in Q2 2026 at 21,974 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #91.

Private Wealth Partners first reported a position in KR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Private Wealth Partners held 21,974 shares of Kroger worth $1.22M as of Q2 2026.
Private Wealth Partners left its Kroger share count unchanged in Q2 2026.
Kroger made up 0.09% of Private Wealth Partners's portfolio in Q2 2026, its #91 holding.
Private Wealth Partners first reported a position in Kroger in Q4 2021 and has held it in 19 quarters since.
Private Wealth Partners's Kroger position peaked at $1.73M in Q2 2025.
1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.