Wealthquest’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $476K | Buy |
8,563
+855
| +11% | +$55.8K | 0.03% | 98 |
|
|
2026
Q1 | $558K | Sell |
7,708
-84
| -1% | -$5.68K | 0.04% | 83 |
|
|
2025
Q4 | $487K | Buy |
+7,792
| New | +$510K | 0.04% | 83 |
|
|
2025
Q3 | – | Sell |
-7,757
| Closed | -$556K | – | 93 |
|
|
2025
Q2 | $556K | Buy |
7,757
+545
| +8% | +$37.6K | 0.04% | 72 |
|
|
2025
Q1 | $488K | Sell |
7,212
-255
| -3% | -$16.2K | 0.04% | 73 |
|
|
2024
Q4 | $457K | Buy |
7,467
+34
| +0.5% | +$2K | 0.04% | 78 |
|
|
2024
Q3 | $422K | Sell |
7,433
-2,374
| -24% | -$127K | 0.04% | 79 |
|
|
2024
Q2 | $490K | Buy |
9,807
+250
| +3% | +$13.5K | 0.05% | 70 |
|
|
2024
Q1 | $546K | Buy |
9,557
+3,514
| +58% | +$173K | 0.06% | 68 |
|
|
2023
Q4 | $276K | Buy |
6,043
+15
| +0.2% | +$666 | 0.03% | 115 |
|
|
2023
Q3 | $270K | Sell |
6,028
-281
| -4% | -$13.2K | 0.03% | 111 |
|
|
2023
Q2 | $297K | Buy |
6,309
+13
| +0.2% | +$620 | 0.04% | 98 |
|
|
2023
Q1 | $311K | Buy |
6,296
+14
| +0.2% | +$640 | 0.04% | 95 |
|
|
2022
Q4 | $280K | Buy |
6,282
+13
| +0.2% | +$597 | 0.04% | 102 |
|
|
2022
Q3 | $274K | Buy |
6,269
+12
| +0.2% | +$570 | 0.04% | 100 |
|
|
2022
Q2 | $296K | Buy |
6,257
+19
| +0.3% | +$1.01K | 0.04% | 97 |
|
|
2022
Q1 | $282K | Hold |
6,238
| – | – | 0.04% | 114 |
|
|
2021
Q4 | $282K | Buy |
6,238
+12
| +0.2% | +$505 | 0.04% | 114 |
|
|
2021
Q3 | $251K | Sell |
6,226
-1,150
| -16% | -$48.3K | 0.04% | 119 |
|
|
2021
Q2 | $282K | Buy |
7,376
+11
| +0.1% | +$414 | 0.05% | 114 |
|
|
2021
Q1 | $265K | Sell |
7,365
-40
| -0.5% | -$1.37K | 0.05% | 116 |
|
|
2020
Q4 | $235K | Sell |
7,405
-269
| -4% | -$8.72K | 0.05% | 116 |
|
|
2020
Q3 | $260K | Sell |
7,674
-655
| -8% | -$22.6K | 0.06% | 90 |
|
|
2020
Q2 | $281K | Buy |
+8,329
| New | +$270K | 0.07% | 87 |
|
|
2019
Q4 | $236K | Buy |
8,155
+12
| +0.1% | +$318 | 0.07% | 119 |
|
|
2019
Q3 | $209K | Buy |
+8,143
| New | +$189K | 0.07% | 125 |
|
|
2019
Q2 | – | Sell |
-9,170
| Closed | -$225K | – | 133 |
|
|
2019
Q1 | $225K | Buy |
9,170
+527
| +6% | +$14.4K | 0.09% | 117 |
|
|
2018
Q4 | $237K | Buy |
+8,643
| New | +$251K | 0.1% | 112 |
|
|
2015
Q3 | $236K | Buy |
6,530
+264
| +4% | +$9.79K | 0.43% | 38 |
|
|
2015
Q2 | $227K | Sell |
6,266
-84
| -1% | -$3.05K | 0.33% | 43 |
|
|
2015
Q1 | $243K | Sell |
6,350
-100
| -2% | -$3.57K | 0.35% | 40 |
|
|
2014
Q4 | $207K | Buy |
+6,450
| New | +$187K | 0.21% | 49 |
|
Other funds holding KR
MIHAS
BHIA
RRAM
KNW
NP
TA
Wealthquest's KR Position: Q2 2026 in Review
Wealthquest increased its Kroger (KR) stake by 11% in Q2 2026, buying an estimated $55.8K and bringing the position to 8,563 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #98.
Wealthquest first reported a position in KR in Q4 2014 and has held it in 32 quarters since. The position peaked at $558K in Q1 2026. 394 funds tracked by Wall St. Rank hold KR as of Q2 2026.
- Wealthquest held 8,563 shares of Kroger worth $476K as of Q2 2026.
- Wealthquest bought 855 Kroger shares in Q2 2026, an estimated $55.8K.
- Kroger made up 0.03% of Wealthquest's portfolio in Q2 2026, its #98 holding.
- Wealthquest first reported a position in Kroger in Q4 2014 and has held it in 32 quarters since.
- Wealthquest's Kroger position peaked at $558K in Q1 2026.
- 394 funds tracked by Wall St. Rank held Kroger as of Q2 2026.
Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.