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Sax Wealth Advisors’s Kroger KR Stock Holding History

Sax Wealth 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 		$356K Buy
4,919
+68
+1% +$4.44K 0.01% 413
2026
Q1 		$303K Hold
4,851
– – 0.01% 383
2025
Q4 		$303K Buy
+4,851
New +$317K 0.01% 392

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

Sax Wealth Advisors's KR Position: Q2 2026 in Review

Sax Wealth Advisors increased its Kroger (KR) stake by 1.4% in Q2 2026, buying an estimated $4.44K and bringing the position to 4,919 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #413.

Sax Wealth Advisors first reported a position in KR in Q4 2025 and has held it in 3 quarters since. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Sax Wealth Advisors held 4,919 shares of Kroger worth $356K as of Q2 2026.
  • Sax Wealth Advisors bought 68 Kroger shares in Q2 2026, an estimated $4.44K.
  • Kroger made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • Sax Wealth Advisors first reported a position in Kroger in Q4 2025 and has held it in 3 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.