Root Financial Partners
KR icon

Root Financial Partners’s Kroger KR Stock Holding History

Root Financial 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 		$123K Buy
+2,092
New +$122K ﹤0.01% 640
2026
Q2 		– Sell
-2,114
Closed -$153K – 1905
2026
Q1 		$153K Buy
2,114
+210
+11% +$14.2K 0.01% 410
2025
Q4 		$119K Buy
1,904
+197
+12% +$12.9K 0.01% 411
2025
Q3 		$115K Buy
+1,707
New +$119K 0.01% 403

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

Root Financial Partners's KR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kroger (KR) in Q3 2026: 2,092 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KR as recently as Q1 2026.

Root Financial Partners first reported a position in KR in Q3 2025 and has held it in 4 quarters since. The position peaked at $153K in Q1 2026. 1,134 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Root Financial Partners held 2,092 shares of Kroger worth $123K as of Q3 2026.
  • Kroger was a new Root Financial Partners position in Q3 2026.
  • Kroger made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #640 holding.
  • Root Financial Partners first reported a position in Kroger in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Kroger position peaked at $153K in Q1 2026.
  • 1,134 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

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