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Synergy Investment Management’s Kroger KR Stock Holding History

Synergy Investment Management’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 		$27.3K Buy
476
+170
+56% +$11.1K 0.01% 475
2026
Q1 		$22.2K Buy
+306
New +$20.7K 0.01% 386
2025
Q2 		– Sell
-290
Closed -$19.7K – 360
2025
Q1 		$19.7K Sell
290
-1
-0.3% -$63 0.01% 314
2024
Q4 		$17.8K Buy
+291
New +$17.1K 0.01% 334

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 $3.38T AUM 44.17% 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

Synergy Investment Management's KR Position: Q2 2026 in Review

Synergy Investment Management increased its Kroger (KR) stake by 56% in Q2 2026, buying an estimated $11.1K and bringing the position to 476 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #475.

Synergy Investment Management first reported a position in KR in Q4 2024 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Synergy Investment Management held 476 shares of Kroger worth $27.3K as of Q2 2026.
  • Synergy Investment Management bought 170 Kroger shares in Q2 2026, an estimated $11.1K.
  • Kroger made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #475 holding.
  • Synergy Investment Management first reported a position in Kroger in Q4 2024 and has held it in 4 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.