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Shulman DeMeo Asset Management’s Kroger KR Stock Holding History

Shulman DeMeo Asset 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
Q3 		$603K Sell
10,263
-428
-4% -$24.9K 0.12% 61
2026
Q2 		$594K Sell
10,691
-3
-0% -$196 0.11% 67
2026
Q1 		$774K Sell
10,694
-57
-0.5% -$3.86K 0.16% 48
2025
Q4 		$672K Buy
10,751
+13
+0.1% +$850 0.15% 50
2025
Q3 		$724K Sell
10,738
-46
-0.4% -$3.2K 0.17% 44
2025
Q2 		$774K Sell
10,784
-471
-4% -$32.5K 0.19% 40
2025
Q1 		$762K Sell
11,255
-34
-0.3% -$2.15K 0.21% 41
2024
Q4 		$690K Sell
11,289
-1,319
-10% -$77.4K 0.19% 43
2024
Q3 		$722K Buy
12,608
+54
+0.4% +$2.9K 0.18% 47
2024
Q2 		$627K Buy
12,554
+7
+0.1% +$377 0.16% 52
2024
Q1 		$717K Buy
12,547
+52
+0.4% +$2.56K 0.19% 44
2023
Q4 		$571K Sell
12,495
-664
-5% -$29.5K 0.16% 55
2023
Q3 		$589K Sell
13,159
-453
-3% -$21.3K 0.2% 46
2023
Q2 		$640K Sell
13,612
-303
-2% -$14.5K 0.19% 46
2023
Q1 		$687K Buy
13,915
+27
+0.2% +$1.23K 0.22% 44
2022
Q4 		$619K Sell
13,888
-113
-0.8% -$5.19K 0.21% 49
2022
Q3 		$613K Buy
14,001
+14
+0.1% +$665 0.22% 46
2022
Q2 		$662K Buy
13,987
+37
+0.3% +$1.97K 0.22% 45
2022
Q1 		$800K Sell
13,950
-226
-2% -$11.2K 0.22% 42
2021
Q4 		$642K Buy
14,176
+24
+0.2% +$1.01K 0.17% 52
2021
Q3 		$572K Buy
+14,152
New +$594K 0.5% 37
2021
Q2 		– Sell
-14,304
Closed -$515K – 106
2021
Q1 		$515K Buy
14,304
+1,556
+12% +$53.2K 0.14% 74
2020
Q4 		$405K Sell
12,748
-2,520
-17% -$81.7K 0.12% 87
2020
Q3 		$518K Buy
+15,268
New +$527K 0.17% 57

Other funds holding KR

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Shulman DeMeo Asset Management's KR Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Kroger (KR) stake by 4% in Q3 2026, selling an estimated $24.9K and leaving 10,263 shares worth $603K. The position accounts for 0.12% of the portfolio, ranked #61.

Shulman DeMeo Asset Management first reported a position in KR in Q3 2020 and has held it in 24 quarters since. The position peaked at $800K in Q1 2022. 58 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Shulman DeMeo Asset Management held 10,263 shares of Kroger worth $603K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 428 Kroger shares in Q3 2026, an estimated $24.9K.
  • Kroger made up 0.12% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #61 holding.
  • Shulman DeMeo Asset Management first reported a position in Kroger in Q3 2020 and has held it in 24 quarters since.
  • Shulman DeMeo Asset Management's Kroger position peaked at $800K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.