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Soltis Investment Advisors’s Kroger KR Stock Holding History

Soltis Investment 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
Q1 		$303K Buy
4,192
+358
+9% +$24.2K 0.02% 436
2025
Q4 		$240K Sell
3,834
-64
-2% -$4.18K 0.02% 452
2025
Q3 		$263K Sell
3,898
-785
-17% -$54.7K 0.02% 402
2025
Q2 		$336K Sell
4,683
-119,807
-96% -$8.27M 0.03% 302
2025
Q1 		$8.43M Buy
124,490
+20,290
+19% +$1.29M 0.75% 24
2024
Q4 		$6.37M Sell
104,200
-2,772
-3% -$163K 0.59% 38
2024
Q3 		$6.13M Sell
106,972
-1,363
-1% -$73.1K 0.6% 46
2024
Q2 		$5.41M Sell
108,335
-1,636
-1% -$88.1K 0.57% 52
2024
Q1 		$6.28M Sell
109,971
-6,837
-6% -$337K 0.7% 39
2023
Q4 		$5.34M Buy
+116,808
New +$5.19M 0.6% 51

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Soltis Investment Advisors's KR Position: Q1 2026 in Review

Soltis Investment Advisors increased its Kroger (KR) stake by 9.3% in Q1 2026, buying an estimated $24.2K and bringing the position to 4,192 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #436.

Soltis Investment Advisors first reported a position in KR in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.43M in Q1 2025. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Soltis Investment Advisors held 4,192 shares of Kroger worth $303K as of Q1 2026.
  • Soltis Investment Advisors bought 358 Kroger shares in Q1 2026, an estimated $24.2K.
  • Kroger made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #436 holding.
  • Soltis Investment Advisors first reported a position in Kroger in Q4 2023 and has held it in 10 quarters since.
  • Soltis Investment Advisors's Kroger position peaked at $8.43M in Q1 2025.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.