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Waverly Advisors’s Kroger KR Stock Holding History

Waverly 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 		$9.41M Buy
130,057
+640
+0.5% +$43.3K 0.07% 270
2025
Q4 		$8.09M Buy
129,417
+19,062
+17% +$1.25M 0.07% 280
2025
Q3 		$7.44M Buy
110,355
+3,985
+4% +$277K 0.07% 252
2025
Q2 		$7.63M Buy
106,370
+234
+0.2% +$16.2K 0.08% 227
2025
Q1 		$7.18M Buy
106,136
+1,447
+1% +$91.7K 0.09% 225
2024
Q4 		$6.4M Buy
104,689
+32,837
+46% +$1.93M 0.1% 184
2024
Q3 		$4.12M Sell
71,852
-1,417
-2% -$76K 0.08% 217
2024
Q2 		$3.66M Buy
73,269
+1,531
+2% +$82.4K 0.07% 227
2024
Q1 		$4.1M Buy
71,738
+66,857
+1,370% +$3.29M 0.1% 169
2023
Q4 		$223K Buy
+4,881
New +$217K 0.01% 402
2014
Q4 		– Sell
-7,000
Closed -$182K – 553
2014
Q3 		$182K Hold
7,000
– – 0.1% 96
2014
Q2 		$173K Hold
7,000
– – 0.07% 106
2014
Q1 		$153K Hold
7,000
– – 0.07% 108
2013
Q4 		$138K Buy
+7,000
New +$145K 0.05% 184

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

Waverly Advisors's KR Position: Q1 2026 in Review

Waverly Advisors increased its Kroger (KR) stake by 0.49% in Q1 2026, buying an estimated $43.3K and bringing the position to 130,057 shares worth $9.41M. The position accounts for 0.07% of the portfolio, ranked #270.

Waverly Advisors first reported a position in KR in Q4 2013 and has held it in 14 quarters since. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Waverly Advisors held 130,057 shares of Kroger worth $9.41M as of Q1 2026.
  • Waverly Advisors bought 640 Kroger shares in Q1 2026, an estimated $43.3K.
  • Kroger made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #270 holding.
  • Waverly Advisors first reported a position in Kroger in Q4 2013 and has held it in 14 quarters since.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

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