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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
Q2 		$7M Sell
126,022
-4,035
-3% -$263K 0.04% 361
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 $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

Waverly Advisors's KR Position: Q2 2026 in Review

Waverly Advisors reduced its Kroger (KR) stake by 3.1% in Q2 2026, selling an estimated $263K and leaving 126,022 shares worth $7M. The position accounts for 0.04% of the portfolio, ranked #361.

Waverly Advisors first reported a position in KR in Q4 2013 and has held it in 15 quarters since. The position peaked at $9.41M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Waverly Advisors held 126,022 shares of Kroger worth $7M as of Q2 2026.
  • Waverly Advisors sold 4,035 Kroger shares in Q2 2026, an estimated $263K.
  • Kroger made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #361 holding.
  • Waverly Advisors first reported a position in Kroger in Q4 2013 and has held it in 15 quarters since.
  • Waverly Advisors's Kroger position peaked at $9.41M in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.