RFA
KR icon

ROI Financial Advisors’s Kroger KR Stock Holding History

ROI Financial Advisors’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 		$506K Buy
9,107
+164
+2% +$10.7K 0.26% 51
2026
Q1 		$647K Buy
8,943
+175
+2% +$11.8K 0.39% 43
2025
Q4 		$548K Buy
8,768
+657
+8% +$43K 0.31% 45
2025
Q3 		$547K Buy
8,111
+115
+1% +$8.01K 0.33% 47
2025
Q2 		$574K Buy
7,996
+199
+3% +$13.7K 0.36% 42
2025
Q1 		$528K Buy
7,797
+1,116
+17% +$70.7K 0.38% 41
2024
Q4 		$409K Sell
6,681
-119
-2% -$6.98K 0.28% 44
2024
Q3 		$390K Sell
6,800
-189
-3% -$10.1K 0.27% 46
2024
Q2 		$349K Sell
6,989
-14
-0.2% -$754 0.25% 49
2024
Q1 		$400K Sell
7,003
-79
-1% -$3.89K 0.31% 47
2023
Q4 		$324K Buy
+7,082
New +$315K 0.27% 52

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ROI Financial Advisors's KR Position: Q2 2026 in Review

ROI Financial Advisors increased its Kroger (KR) stake by 1.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 9,107 shares worth $506K. The position accounts for 0.26% of the portfolio, ranked #51.

ROI Financial Advisors first reported a position in KR in Q4 2023 and has held it in 11 quarters since. The position peaked at $647K in Q1 2026. 1,316 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • ROI Financial Advisors held 9,107 shares of Kroger worth $506K as of Q2 2026.
  • ROI Financial Advisors bought 164 Kroger shares in Q2 2026, an estimated $10.7K.
  • Kroger made up 0.26% of ROI Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • ROI Financial Advisors first reported a position in Kroger in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's Kroger position peaked at $647K in Q1 2026.
  • 1,316 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.