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Strategic Family Wealth Counselors’s Kroger KR Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-4,100
Closed -$259K – 194
2025
Q4 		$259K Buy
+4,100
New +$268K 0.06% 186

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State Street
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Wellington Management Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Strategic Family Wealth Counselors's KR Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Kroger (KR) in Q1 2026, closing a stake of 4,100 shares — an estimated $259K sold.

Strategic Family Wealth Counselors first reported a position in KR in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 4,100 Kroger shares in Q1 2026, an estimated $259K.
  • Strategic Family Wealth Counselors first reported a position in Kroger in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Kroger position peaked at $259K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.