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Twin Peaks Wealth Advisors’s Kroger KR Stock Holding History

Twin Peaks Wealth 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
-527
Closed -$38.1K – 1289
2026
Q1 		$38.1K Buy
+527
New +$35.6K 0.01% 500
2025
Q3 		– Sell
-455
Closed -$33.5K – 1224
2025
Q2 		$33.5K Buy
+455
New +$31.4K 0.01% 445

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

Twin Peaks Wealth Advisors's KR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Kroger (KR) in Q2 2026, closing a stake of 527 shares — an estimated $38.1K sold.

Twin Peaks Wealth Advisors first reported a position in KR in Q2 2025 and held it in 2 quarters. The position peaked at $38.1K in Q1 2026. 1,319 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Kroger position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 527 Kroger shares in Q2 2026, an estimated $38.1K.
  • Twin Peaks Wealth Advisors first reported a position in Kroger in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Kroger position peaked at $38.1K in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.