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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
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

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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

Root Financial Partners's KR Position: Q2 2026 in Review

Root Financial Partners sold out of Kroger (KR) in Q2 2026, closing a stake of 2,114 shares — an estimated $153K sold.

Root Financial Partners first reported a position in KR in Q3 2025 and held it in 3 quarters. The position peaked at $153K in Q1 2026. 1,316 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Root Financial Partners reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,114 Kroger shares in Q2 2026, an estimated $153K.
  • Root Financial Partners first reported a position in Kroger in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kroger position peaked at $153K in Q1 2026.
  • 1,316 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.