WC
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Waterloo Capital’s Kroger KR Stock Holding History

Waterloo Capital’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 		$387K Sell
6,970
-6,330
-48% -$413K 0.02% 403
2026
Q1 		$962K Buy
13,300
+5,210
+64% +$352K 0.07% 213
2025
Q4 		$505K Buy
8,090
+133
+2% +$8.7K 0.04% 294
2025
Q3 		$536K Sell
7,957
-9,780
-55% -$681K 0.04% 267
2025
Q2 		$1.27M Buy
17,737
+1,691
+11% +$117K 0.1% 165
2025
Q1 		$1.09M Buy
16,046
+6,790
+73% +$430K 0.1% 173
2024
Q4 		$566K Buy
9,256
+857
+10% +$50.3K 0.06% 215
2024
Q3 		$481K Buy
+8,399
New +$451K 0.05% 246
2020
Q1 		$271K Buy
+9,007
New +$264K 0.19% 114

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 $3.38T AUM 44.17% 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

Waterloo Capital's KR Position: Q2 2026 in Review

Waterloo Capital reduced its Kroger (KR) stake by 48% in Q2 2026, selling an estimated $413K and leaving 6,970 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #403.

Waterloo Capital first reported a position in KR in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.27M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Waterloo Capital held 6,970 shares of Kroger worth $387K as of Q2 2026.
  • Waterloo Capital sold 6,330 Kroger shares in Q2 2026, an estimated $413K.
  • Kroger made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #403 holding.
  • Waterloo Capital first reported a position in Kroger in Q1 2020 and has held it in 9 quarters since.
  • Waterloo Capital's Kroger position peaked at $1.27M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.