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United Capital Financial Advisors’s Kroger KR Stock Holding History

United Capital Financial 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
Q1 		$1.72M Buy
23,757
+1,267
+6% +$85.7K 0.01% 596
2025
Q4 		$1.41M Buy
22,490
+1,117
+5% +$73K 0.01% 630
2025
Q3 		$1.44M Sell
21,373
-66
-0.3% -$4.59K 0.01% 541
2025
Q2 		$1.54M Sell
21,439
-1,756
-8% -$121K 0.01% 497
2025
Q1 		$1.57M Buy
23,195
+2,874
+14% +$182K 0.01% 469
2024
Q4 		$1.24M Sell
20,321
-3,235
-14% -$190K 0.01% 511
2024
Q3 		$1.35M Sell
23,556
-488
-2% -$26.2K 0.01% 477
2024
Q2 		$1.2M Sell
24,044
-1,293
-5% -$69.6K 0.01% 489
2024
Q1 		$1.45M Buy
25,337
+521
+2% +$25.7K 0.01% 486
2023
Q4 		$1.13M Buy
24,816
+13,444
+118% +$597K 0.01% 527
2023
Q3 		$509K Sell
11,372
-3,731
-25% -$176K ﹤0.01% 637
2023
Q2 		$710K Sell
15,103
-971
-6% -$46.3K ﹤0.01% 622
2023
Q1 		$794K Buy
16,074
+900
+6% +$41.1K ﹤0.01% 639
2022
Q4 		$676K Sell
15,174
-1,207
-7% -$55.5K ﹤0.01% 702
2022
Q3 		$717K Buy
16,381
+6,316
+63% +$300K ﹤0.01% 681
2022
Q2 		$476K Sell
10,065
-1,506
-13% -$80.3K ﹤0.01% 811
2022
Q1 		$664K Buy
11,571
+221
+2% +$11K ﹤0.01% 772
2021
Q4 		$514K Buy
11,350
+297
+3% +$12.5K ﹤0.01% 851
2021
Q3 		$447K Buy
+11,053
New +$464K ﹤0.01% 889
2020
Q1 		– Sell
-9,780
Closed -$284K – 1292
2019
Q4 		$284K Buy
+9,780
New +$259K ﹤0.01% 1157
2019
Q3 		– Sell
-19,855
Closed -$431K – 1408
2019
Q2 		$431K Sell
19,855
-2,974
-13% -$72.3K ﹤0.01% 1095
2019
Q1 		$562K Sell
22,829
-15,516
-40% -$425K ﹤0.01% 943
2018
Q4 		$1.05M Sell
38,345
-215
-0.6% -$6.24K 0.01% 705
2018
Q3 		$1.12M Buy
38,560
+112
+0.3% +$3.33K 0.01% 748
2018
Q2 		$1.09M Sell
38,448
-1,595
-4% -$40.1K 0.01% 745
2018
Q1 		$959K Sell
40,043
-15,617
-28% -$424K 0.01% 783
2017
Q4 		$1.48M Buy
55,660
+20,497
+58% +$477K 0.01% 680
2017
Q3 		$705K Sell
35,163
-288,108
-89% -$6.49M 0.01% 868
2017
Q2 		$7.54M Buy
323,271
+85,867
+36% +$2.44M 0.07% 319
2017
Q1 		$7M Buy
237,404
+541
+0.2% +$17.3K 0.07% 319
2016
Q4 		$8.17M Buy
236,863
+16,474
+7% +$537K 0.08% 300
2016
Q3 		$6.54M Buy
220,389
+8,302
+4% +$276K 0.06% 338
2016
Q2 		$7.85M Sell
212,087
-720
-0.3% -$25.9K 0.08% 295
2016
Q1 		$8.15M Buy
212,807
+8,502
+4% +$328K 0.09% 246
2015
Q4 		$8.55M Buy
204,305
+187,219
+1,096% +$7.26M 0.1% 236
2015
Q3 		$616K Sell
17,086
-126,272
-88% -$4.68M 0.01% 831
2015
Q2 		$2.6M Buy
143,358
+130,764
+1,038% +$4.75M 0.03% 519
2015
Q1 		$434K Sell
12,594
-3,166
-20% -$113K 0.01% 946
2014
Q4 		$506K Buy
15,760
+1,582
+11% +$45.8K 0.01% 818
2014
Q3 		$369K Buy
+14,178
New +$358K 0.01% 879
2014
Q1 		– Sell
-15,708
Closed -$310K – 931
2013
Q4 		$310K Sell
15,708
-1,170
-7% -$24.2K 0.01% 527
2013
Q3 		$340K Sell
16,878
-1,710
-9% -$32.9K 0.01% 530
2013
Q2 		$321K Buy
+18,588
New +$317K 0.01% 586

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

United Capital Financial Advisors's KR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Kroger (KR) stake by 5.6% in Q1 2026, buying an estimated $85.7K and bringing the position to 23,757 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #596.

United Capital Financial Advisors first reported a position in KR in Q2 2013 and has held it in 43 quarters since. The position peaked at $8.55M in Q4 2015. 1,380 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • United Capital Financial Advisors held 23,757 shares of Kroger worth $1.72M as of Q1 2026.
  • United Capital Financial Advisors bought 1,267 Kroger shares in Q1 2026, an estimated $85.7K.
  • Kroger made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #596 holding.
  • United Capital Financial Advisors first reported a position in Kroger in Q2 2013 and has held it in 43 quarters since.
  • United Capital Financial Advisors's Kroger position peaked at $8.55M in Q4 2015.
  • 1,380 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.