UAG
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United Advisor Group’s Kroger KR Stock Holding History

United Advisor Group’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
Q3 		– Sell
-3,728
Closed -$207K – 589
2026
Q2 		$207K Buy
3,728
+487
+15% +$31.8K 0.02% 513
2026
Q1 		$235K Buy
+3,241
New +$219K 0.03% 454
2025
Q4 		– Sell
-3,253
Closed -$219K – 500
2025
Q3 		$219K Buy
3,253
+219
+7% +$15.2K 0.03% 429
2025
Q2 		$218K Sell
3,034
-1,863
-38% -$129K 0.04% 363
2025
Q1 		$331K Sell
4,897
-1,006
-17% -$63.8K 0.07% 262
2024
Q4 		$361K Buy
5,903
+659
+13% +$38.7K 0.07% 257
2024
Q3 		$300K Buy
5,244
+13
+0.2% +$697 0.07% 283
2024
Q2 		$261K Buy
+5,231
New +$282K 0.08% 220

Other funds holding KR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

United Advisor Group's KR Position: Q3 2026 in Review

United Advisor Group sold out of Kroger (KR) in Q3 2026, closing a stake of 3,728 shares — an estimated $207K sold.

United Advisor Group first reported a position in KR in Q2 2024 and held it in 8 quarters. The position peaked at $361K in Q4 2024. 1,134 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • United Advisor Group reported no remaining Kroger position as of Q3 2026 after selling out during the quarter.
  • United Advisor Group sold 3,728 Kroger shares in Q3 2026, an estimated $207K.
  • United Advisor Group first reported a position in Kroger in Q2 2024 and held it in 8 quarters.
  • United Advisor Group's Kroger position peaked at $361K in Q4 2024.
  • 1,134 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.