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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

ROI Financial Advisors's KR Position: Q1 2026 in Review

ROI Financial Advisors increased its Kroger (KR) stake by 2% in Q1 2026, buying an estimated $11.8K and bringing the position to 8,943 shares worth $647K. The position accounts for 0.39% of the portfolio, ranked #43.

ROI Financial Advisors first reported a position in KR in Q4 2023 and has held it in 10 quarters since. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • ROI Financial Advisors held 8,943 shares of Kroger worth $647K as of Q1 2026.
  • ROI Financial Advisors bought 175 Kroger shares in Q1 2026, an estimated $11.8K.
  • Kroger made up 0.39% of ROI Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • ROI Financial Advisors first reported a position in Kroger in Q4 2023 and has held it in 10 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.