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TrueWealth Advisors’s Kroger KR Stock Holding History

TrueWealth Advisors’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 		– Sell
-3,744
Closed -$271K – 243
2026
Q1 		$271K Sell
3,744
-8,840
-70% -$598K 0.07% 204
2025
Q4 		$786K Buy
12,584
+1,116
+10% +$73K 0.2% 94
2025
Q3 		$773K Buy
+11,468
New +$798K 0.21% 92

Other funds holding KR

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

TrueWealth Advisors's KR Position: Q2 2026 in Review

TrueWealth Advisors sold out of Kroger (KR) in Q2 2026, closing a stake of 3,744 shares — an estimated $271K sold.

TrueWealth Advisors first reported a position in KR in Q3 2025 and held it in 3 quarters. The position peaked at $786K in Q4 2025. 535 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • TrueWealth Advisors reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 3,744 Kroger shares in Q2 2026, an estimated $271K.
  • TrueWealth Advisors first reported a position in Kroger in Q3 2025 and held it in 3 quarters.
  • TrueWealth Advisors's Kroger position peaked at $786K in Q4 2025.
  • 535 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.