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Sovereign Financial Group’s Kroger KR Stock Holding History

Sovereign Financial Group’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 		$299K Buy
5,378
+518
+11% +$33.8K 0.05% 299
2026
Q1 		$352K Buy
4,860
+250
+5% +$16.9K 0.06% 260
2025
Q4 		$288K Buy
4,610
+15
+0.3% +$981 0.05% 276
2025
Q3 		$310K Buy
4,595
+226
+5% +$15.7K 0.06% 261
2025
Q2 		$313K Buy
4,369
+743
+20% +$51.3K 0.06% 240
2025
Q1 		$245K Buy
+3,626
New +$230K 0.06% 254

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

Sovereign Financial Group's KR Position: Q2 2026 in Review

Sovereign Financial Group increased its Kroger (KR) stake by 11% in Q2 2026, buying an estimated $33.8K and bringing the position to 5,378 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #299.

Sovereign Financial Group first reported a position in KR in Q1 2025 and has held it in 6 quarters since. The position peaked at $352K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Sovereign Financial Group held 5,378 shares of Kroger worth $299K as of Q2 2026.
  • Sovereign Financial Group bought 518 Kroger shares in Q2 2026, an estimated $33.8K.
  • Kroger made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #299 holding.
  • Sovereign Financial Group first reported a position in Kroger in Q1 2025 and has held it in 6 quarters since.
  • Sovereign Financial Group's Kroger position peaked at $352K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.