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Shelton Wealth Management’s Kroger KR Stock Holding History

Shelton Wealth Management’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 		$890K Buy
16,035
+5,042
+46% +$329K 0.35% 89
2026
Q1 		$795K Buy
+10,993
New +$744K 0.35% 86

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

Shelton Wealth Management's KR Position: Q2 2026 in Review

Shelton Wealth Management increased its Kroger (KR) stake by 46% in Q2 2026, buying an estimated $329K and bringing the position to 16,035 shares worth $890K. The position accounts for 0.35% of the portfolio, ranked #89.

Shelton Wealth Management first reported a position in KR in Q1 2026 and has held it in 2 quarters since. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Shelton Wealth Management held 16,035 shares of Kroger worth $890K as of Q2 2026.
  • Shelton Wealth Management bought 5,042 Kroger shares in Q2 2026, an estimated $329K.
  • Kroger made up 0.35% of Shelton Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Shelton Wealth Management first reported a position in Kroger in Q1 2026 and has held it in 2 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.