TWD
KR icon

True Wealth Design’s Kroger KR Stock Holding History

True Wealth Design’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 		$10.9K Buy
197
+29
+17% +$1.89K ﹤0.01% 1032
2026
Q1 		$12.2K Sell
168
-40
-19% -$2.71K ﹤0.01% 913
2025
Q4 		$13K Sell
208
-97
-32% -$6.34K ﹤0.01% 760
2025
Q3 		$20.6K Buy
305
+141
+86% +$9.82K 0.01% 603
2025
Q2 		$11.8K Buy
164
+28
+21% +$1.93K ﹤0.01% 517
2025
Q1 		$9.21K Buy
136
+70
+106% +$4.44K ﹤0.01% 498
2024
Q4 		$4.04K Sell
66
-65
-50% -$3.81K ﹤0.01% 573
2024
Q3 		$7.51K Sell
131
-16,597
-99% -$890K ﹤0.01% 476
2024
Q2 		$835K Sell
16,728
-109
-0.6% -$5.87K 0.21% 70
2024
Q1 		$962K Sell
16,837
-206
-1% -$10.1K 0.24% 42
2023
Q4 		$779K Buy
17,043
+343
+2% +$15.2K 0.22% 80
2023
Q3 		$747K Sell
16,700
-337
-2% -$15.9K 0.25% 74
2023
Q2 		$801K Sell
17,037
-315
-2% -$15K 0.29% 61
2023
Q1 		$857K Buy
17,352
+1,465
+9% +$67K 0.36% 41
2022
Q4 		$708K Buy
+15,887
New +$730K 0.33% 86

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

True Wealth Design's KR Position: Q2 2026 in Review

True Wealth Design increased its Kroger (KR) stake by 17% in Q2 2026, buying an estimated $1.89K and bringing the position to 197 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

True Wealth Design first reported a position in KR in Q4 2022 and has held it in 15 quarters since. The position peaked at $962K in Q1 2024. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • True Wealth Design held 197 shares of Kroger worth $10.9K as of Q2 2026.
  • True Wealth Design bought 29 Kroger shares in Q2 2026, an estimated $1.89K.
  • Kroger made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1032 holding.
  • True Wealth Design first reported a position in Kroger in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Kroger position peaked at $962K in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.