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Simplicity Wealth’s Kroger KR Stock Holding History

Simplicity Wealth’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 		$292K Buy
+5,265
New +$343K 0.01% 847
2024
Q4 		– Sell
-7,889
Closed -$452K – 445
2024
Q3 		$452K Sell
7,889
-11,501
-59% -$617K 0.04% 312
2024
Q2 		$968K Sell
19,390
-74
-0.4% -$3.98K 0.02% 540
2024
Q1 		$1.11M Buy
+19,464
New +$959K 0.03% 485

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

Simplicity Wealth's KR Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Kroger (KR) in Q2 2026: 5,265 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in KR as recently as Q3 2024.

Simplicity Wealth first reported a position in KR in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q1 2024. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Simplicity Wealth held 5,265 shares of Kroger worth $292K as of Q2 2026.
  • Kroger was a new Simplicity Wealth position in Q2 2026.
  • Kroger made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #847 holding.
  • Simplicity Wealth first reported a position in Kroger in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Kroger position peaked at $1.11M in Q1 2024.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.