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Wealthspire Advisors (New York)’s Kroger KR Stock Holding History

Wealthspire Advisors (New York)’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 		$553K Sell
7,639
-8,013
-51% -$542K ﹤0.01% 546
2025
Q4 		$978K Buy
15,652
+7,800
+99% +$510K 0.01% 433
2025
Q3 		$529K Sell
7,852
-665
-8% -$46.3K ﹤0.01% 517
2025
Q2 		$611K Sell
8,517
-911
-10% -$62.9K ﹤0.01% 491
2025
Q1 		$638K Buy
9,428
+29
+0.3% +$1.84K ﹤0.01% 465
2024
Q4 		$575K Buy
9,399
+1,200
+15% +$70.4K 0.01% 481
2024
Q3 		$470K Buy
8,199
+538
+7% +$28.9K ﹤0.01% 508
2024
Q2 		$383K Buy
7,661
+461
+6% +$24.8K ﹤0.01% 482
2024
Q1 		$411K Sell
7,200
-499
-6% -$24.6K 0.01% 459
2023
Q4 		$352K Sell
7,699
-3,403
-31% -$151K 0.01% 484
2023
Q3 		$497K Buy
11,102
+107
+1% +$5.03K 0.01% 394
2023
Q2 		$517K Sell
10,995
-32
-0.3% -$1.53K 0.01% 356
2023
Q1 		$544K Buy
+11,027
New +$504K 0.01% 340
2022
Q2 		– Sell
-10,552
Closed -$605K – 510
2022
Q1 		$605K Buy
10,552
+5,878
+126% +$292K 0.01% 241
2021
Q4 		$212K Buy
+4,674
New +$197K ﹤0.01% 510
2021
Q2 		– Sell
-10,004
Closed -$360K – 529
2021
Q1 		$360K Buy
10,004
+2,308
+30% +$78.9K 0.01% 496
2020
Q4 		$244K Buy
+7,696
New +$249K 0.01% 505
2020
Q2 		– Sell
-10,173
Closed -$306K – 419
2020
Q1 		$306K Buy
+10,173
New +$299K 0.01% 377
2019
Q1 		– Sell
-675
Closed -$19K – 456
2018
Q4 		$19K Buy
+675
New +$19.6K ﹤0.01% 351

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s KR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Kroger (KR) stake by 51% in Q1 2026, selling an estimated $542K and leaving 7,639 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Wealthspire Advisors (New York) first reported a position in KR in Q4 2018 and has held it in 19 quarters since. The position peaked at $978K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Wealthspire Advisors (New York) held 7,639 shares of Kroger worth $553K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 8,013 Kroger shares in Q1 2026, an estimated $542K.
  • Kroger made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #546 holding.
  • Wealthspire Advisors (New York) first reported a position in Kroger in Q4 2018 and has held it in 19 quarters since.
  • Wealthspire Advisors (New York)'s Kroger position peaked at $978K in Q4 2025.
  • 1,382 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.