SOA Wealth Advisors’s Kroger KR Stock Holding History

SOA 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 Q3	–	Sell	-343	Closed	-$19.1K	–	874
2026 Q2	$19.1K	Sell	343 -5	-1%	-$326	﹤0.01%	520
2026 Q1	$25.1K	Buy	348 +1	+0.3%	+$68	﹤0.01%	465
2025 Q4	$21.7K	Hold	347	–	–	﹤0.01%	492
2025 Q3	$23.4K	Hold	347	–	–	﹤0.01%	497
2025 Q2	$24.9K	Buy	347 +342	+6,840%	+$23.6K	﹤0.01%	464
2025 Q1	$365	Hold	5	–	–	﹤0.01%	803
2024 Q4	$328	Hold	5	–	–	﹤0.01%	801
2024 Q3	$306	Hold	5	–	–	﹤0.01%	773
2024 Q2	$265	Hold	5	–	–	﹤0.01%	793
2024 Q1	$301	Hold	5	–	–	﹤0.01%	834
2023 Q4	$240	Hold	5	–	–	﹤0.01%	841
2023 Q3	$233	Hold	5	–	–	﹤0.01%	866
2023 Q2	$243	Hold	5	–	–	﹤0.01%	869
2023 Q1	$254	Hold	5	–	–	﹤0.01%	889
2022 Q4	$228	Hold	5	–	–	﹤0.01%	893
2022 Q3	$0	Hold	5	–	–	﹤0.01%	908
2022 Q2	$0	Sell	5 -118	-96%	-$6.29K	﹤0.01%	925
2022 Q1	$7K	Hold	123	–	–	﹤0.01%	640
2021 Q4	$5K	Hold	123	–	–	﹤0.01%	663
2021 Q3	$4K	Buy	123 +1	+0.8%	+$42	﹤0.01%	712
2021 Q2	$4K	Buy	122 +47	+63%	+$1.77K	﹤0.01%	694
2021 Q1	$2K	Buy	75 +56	+295%	+$1.91K	﹤0.01%	715
2020 Q4	$0	Buy	+19	New	+$616	﹤0.01%	843

Other funds holding KR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

SOA Wealth Advisors's KR Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Kroger (KR) in Q3 2026, closing a stake of 343 shares — an estimated $19.1K sold.

SOA Wealth Advisors first reported a position in KR in Q4 2020 and held it in 23 quarters. The position peaked at $25.1K in Q1 2026. 989 funds tracked by Wall St. Rank hold KR as of Q3 2026.

SOA Wealth Advisors reported no remaining Kroger position as of Q3 2026 after selling out during the quarter.
SOA Wealth Advisors sold 343 Kroger shares in Q3 2026, an estimated $19.1K.
SOA Wealth Advisors first reported a position in Kroger in Q4 2020 and held it in 23 quarters.
SOA Wealth Advisors's Kroger position peaked at $25.1K in Q1 2026.
989 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.