Valued Wealth Advisors
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Valued Wealth Advisors’s Kroger KR Stock Holding History

Valued 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
Q3 		$23.6K Sell
403
-228
-36% -$13.3K 0.01% 190
2026
Q2 		$35.1K Sell
631
-218
-26% -$14.2K 0.01% 142
2026
Q1 		$61.4K Buy
849
+256
+43% +$17.3K 0.02% 89
2025
Q4 		$37.1K Sell
593
-8
-1% -$523 0.02% 110
2025
Q3 		$40.5K Buy
601
+19
+3% +$1.32K 0.02% 100
2025
Q2 		$41.8K Buy
582
+28
+5% +$1.93K 0.02% 99
2025
Q1 		$37.5K Buy
554
+3
+0.5% +$190 0.02% 106
2024
Q4 		$33.7K Buy
551
+84
+18% +$4.93K 0.02% 112
2024
Q3 		$26.8K Sell
467
-43
-8% -$2.31K 0.02% 119
2024
Q2 		$25.5K Buy
510
+62
+14% +$3.34K 0.02% 110
2024
Q1 		$25.6K Buy
448
+322
+256% +$15.9K 0.02% 107
2023
Q4 		$5.64K Buy
+126
New +$5.6K 0.01% 181

Other funds holding KR

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Valued Wealth Advisors's KR Position: Q3 2026 in Review

Valued Wealth Advisors reduced its Kroger (KR) stake by 36% in Q3 2026, selling an estimated $13.3K and leaving 403 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #190.

Valued Wealth Advisors first reported a position in KR in Q4 2023 and has held it in 12 quarters since. The position peaked at $61.4K in Q1 2026. 857 funds tracked by Wall St. Rank hold KR as of Q3 2026.

  • Valued Wealth Advisors held 403 shares of Kroger worth $23.6K as of Q3 2026.
  • Valued Wealth Advisors sold 228 Kroger shares in Q3 2026, an estimated $13.3K.
  • Kroger made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #190 holding.
  • Valued Wealth Advisors first reported a position in Kroger in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Kroger position peaked at $61.4K in Q1 2026.
  • 857 funds tracked by Wall St. Rank held Kroger as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.