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Wealth Management Associates’s Kroger KR Stock Holding History

Wealth Management Associates’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 		$418K Buy
7,534
+1
+0% +$65 0.12% 152
2026
Q1 		$545K Buy
7,533
+1
+0% +$68 0.19% 110
2025
Q4 		$471K Buy
7,532
+1
+0% +$65 0.16% 119
2025
Q3 		$508K Buy
7,531
+1
+0% +$70 0.18% 103
2025
Q2 		$540K Buy
7,530
+1
+0% +$69 0.21% 90
2025
Q1 		$510K Buy
7,529
+1
+0% +$63 0.22% 89
2024
Q4 		$460K Buy
7,528
+1
+0% +$59 0.2% 99
2024
Q3 		$431K Buy
7,527
+2
+0% +$107 0.19% 115
2024
Q2 		$376K Hold
7,525
– – 0.18% 115
2024
Q1 		$376K Buy
+7,525
New +$371K 0.18% 115
2022
Q1 		– Sell
-13,758
Closed -$623K – 197
2021
Q4 		$623K Buy
13,758
+200
+1% +$8.41K 0.34% 75
2021
Q3 		$548K Hold
13,558
– – 0.32% 78
2021
Q2 		$519K Buy
13,558
+500
+4% +$18.8K 0.29% 86
2021
Q1 		$470K Buy
13,058
+1,535
+13% +$52.4K 0.3% 84
2020
Q4 		$366K Sell
11,523
-887
-7% -$28.8K 0.24% 105
2020
Q3 		$421K Buy
12,410
+3
+0% +$104 0.33% 74
2020
Q2 		$420K Buy
12,407
+1,100
+10% +$35.7K 0.35% 67
2020
Q1 		$341K Hold
11,307
– – 0.34% 74
2019
Q4 		$328K Hold
11,307
– – 0.23% 97
2019
Q3 		$291K Buy
+11,307
New +$263K 0.23% 104

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

Wealth Management Associates's KR Position: Q2 2026 in Review

Wealth Management Associates increased its Kroger (KR) stake by 0.01% in Q2 2026, buying an estimated $65 and bringing the position to 7,534 shares worth $418K. The position accounts for 0.12% of the portfolio, ranked #152.

Wealth Management Associates first reported a position in KR in Q3 2019 and has held it in 20 quarters since. The position peaked at $623K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold KR as of Q2 2026.

  • Wealth Management Associates held 7,534 shares of Kroger worth $418K as of Q2 2026.
  • Wealth Management Associates bought 1 Kroger share in Q2 2026, an estimated $65.
  • Kroger made up 0.12% of Wealth Management Associates's portfolio in Q2 2026, its #152 holding.
  • Wealth Management Associates first reported a position in Kroger in Q3 2019 and has held it in 20 quarters since.
  • Wealth Management Associates's Kroger position peaked at $623K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.