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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
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 $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

Root Financial Partners's KR Position: Q1 2026 in Review

Root Financial Partners increased its Kroger (KR) stake by 11% in Q1 2026, buying an estimated $14.2K and bringing the position to 2,114 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #410.

Root Financial Partners first reported a position in KR in Q3 2025 and has held it in 3 quarters since. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Root Financial Partners held 2,114 shares of Kroger worth $153K as of Q1 2026.
  • Root Financial Partners bought 210 Kroger shares in Q1 2026, an estimated $14.2K.
  • Kroger made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #410 holding.
  • Root Financial Partners first reported a position in Kroger in Q3 2025 and has held it in 3 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.