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United Financial Planning Group’s Kroger KR Stock Holding History

United Financial Planning 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
Q2 		$4.55K Hold
82
– – ﹤0.01% 390
2026
Q1 		$5.93K Buy
+82
New +$5.55K ﹤0.01% 288

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

United Financial Planning Group's KR Position: Q2 2026 in Review

United Financial Planning Group held its Kroger (KR) position steady in Q2 2026 at 82 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

United Financial Planning Group first reported a position in KR in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.93K in Q1 2026. 1,313 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • United Financial Planning Group held 82 shares of Kroger worth $4.55K as of Q2 2026.
  • United Financial Planning Group left its Kroger share count unchanged in Q2 2026.
  • Kroger made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #390 holding.
  • United Financial Planning Group first reported a position in Kroger in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's Kroger position peaked at $5.93K in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.