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SHP Wealth Management’s Kroger KR Stock Holding History

SHP 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 		$11K Buy
198
+5
+3% +$326 ﹤0.01% 947
2026
Q1 		$14K Buy
193
+91
+89% +$6.16K ﹤0.01% 818
2025
Q4 		$6.37K Buy
+102
New +$6.67K ﹤0.01% 933

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Kroger (KR) stake by 2.6% in Q2 2026, buying an estimated $326 and bringing the position to 198 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

SHP Wealth Management first reported a position in KR in Q4 2025 and has held it in 3 quarters since. The position peaked at $14K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • SHP Wealth Management held 198 shares of Kroger worth $11K as of Q2 2026.
  • SHP Wealth Management bought 5 Kroger shares in Q2 2026, an estimated $326.
  • Kroger made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #947 holding.
  • SHP Wealth Management first reported a position in Kroger in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Kroger position peaked at $14K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.