SF
KR icon

Summit Financial’s Kroger KR Stock Holding History

Summit Financial’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 		$917K Buy
16,505
+1,869
+13% +$122K 0.01% 871
2026
Q1 		$1.06M Buy
14,636
+16
+0.1% +$1.08K 0.01% 756
2025
Q4 		$913K Buy
14,620
+1,108
+8% +$72.5K 0.01% 698
2025
Q3 		$911K Buy
13,512
+1,943
+17% +$135K 0.01% 681
2025
Q2 		$830K Buy
11,569
+1,974
+21% +$136K 0.02% 456
2025
Q1 		$650K Buy
+9,595
New +$608K 0.02% 453

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

Summit Financial's KR Position: Q2 2026 in Review

Summit Financial increased its Kroger (KR) stake by 13% in Q2 2026, buying an estimated $122K and bringing the position to 16,505 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #871.

Summit Financial first reported a position in KR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Summit Financial held 16,505 shares of Kroger worth $917K as of Q2 2026.
  • Summit Financial bought 1,869 Kroger shares in Q2 2026, an estimated $122K.
  • Kroger made up 0.01% of Summit Financial's portfolio in Q2 2026, its #871 holding.
  • Summit Financial first reported a position in Kroger in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial's Kroger position peaked at $1.06M in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.