Stamos Capital Partners’s Kroger KR Stock Holding History

Stamos Capital Partners’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	$922K	Sell	12,741 -2,425	-16%	-$164K	0.14%	114
2025 Q4	$948K	Buy	15,166 +5,524	+57%	+$361K	0.15%	122
2025 Q3	$650K	Sell	9,642 -3,962	-29%	-$276K	0.12%	119
2025 Q2	$976K	Buy	13,604 +1,122	+9%	+$77.5K	0.18%	115
2025 Q1	$845K	Sell	12,482 -7,768	-38%	-$492K	0.22%	112
2024 Q4	$1.24M	Sell	20,250 -25,540	-56%	-$1.5M	0.29%	101
2024 Q3	$2.62M	Sell	45,790 -3,330	-7%	-$179K	0.62%	46
2024 Q2	$2.45M	Buy	49,120 +5,410	+12%	+$291K	0.52%	57
2024 Q1	$2.5M	Sell	43,710 -13,670	-24%	-$673K	0.57%	48
2023 Q4	$2.62M	Sell	57,380 -6,350	-10%	-$282K	0.71%	38
2023 Q3	$2.85M	Sell	63,730 -2,370	-4%	-$112K	0.64%	49
2023 Q2	$3.11M	Buy	66,100 +35,730	+118%	+$1.7M	0.73%	44
2023 Q1	$1.5M	Buy	+30,370	New	+$1.39M	0.39%	70

Other funds holding KR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Stamos Capital Partners's KR Position: Q1 2026 in Review

Stamos Capital Partners reduced its Kroger (KR) stake by 16% in Q1 2026, selling an estimated $164K and leaving 12,741 shares worth $922K. The position accounts for 0.14% of the portfolio, ranked #114.

Stamos Capital Partners first reported a position in KR in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.11M in Q2 2023. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Stamos Capital Partners held 12,741 shares of Kroger worth $922K as of Q1 2026.
Stamos Capital Partners sold 2,425 Kroger shares in Q1 2026, an estimated $164K.
Kroger made up 0.14% of Stamos Capital Partners's portfolio in Q1 2026, its #114 holding.
Stamos Capital Partners first reported a position in Kroger in Q1 2023 and has held it in 13 quarters since.
Stamos Capital Partners's Kroger position peaked at $3.11M in Q2 2023.
1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.