Winch Advisory Services’s Kroger KR Stock Holding History

Winch Advisory Services’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	$10.5K	Buy	189 +1	+0.5%	+$65	﹤0.01%	337
2026 Q1	$13.6K	Buy	188 +1	+0.5%	+$68	﹤0.01%	290
2025 Q4	$11.7K	Buy	187 +1	+0.5%	+$65	﹤0.01%	295
2025 Q3	$12.5K	Buy	186 +1	+0.5%	+$70	﹤0.01%	280
2025 Q2	$13.3K	Buy	185 +1	+0.5%	+$69	﹤0.01%	273
2025 Q1	$12.5K	Buy	184 +1	+0.5%	+$63	﹤0.01%	265
2024 Q4	$11.2K	Buy	183 +1	+0.5%	+$59	﹤0.01%	284
2024 Q3	$10.4K	Buy	182 +1	+0.6%	+$54	﹤0.01%	261
2024 Q2	$9.04K	Buy	+181	New	+$9.74K	﹤0.01%	265
2019 Q2	–	Sell	-69	Closed	-$2K	–	453
2019 Q1	$2K	Sell	69 -64	-48%	-$1.75K	﹤0.01%	324
2018 Q4	$4K	Buy	133 +1	+0.8%	+$29	﹤0.01%	244
2018 Q3	$4K	Buy	+132	New	+$3.93K	﹤0.01%	241
2016 Q2	–	Sell	-9,497	Closed	-$363K	–	272
2016 Q1	$363K	Sell	9,497 -35	-0.4%	-$1.35K	0.59%	20
2015 Q4	$399K	Sell	9,532 -589	-6%	-$22.8K	0.45%	23
2015 Q3	$365K	Buy	10,121 +465	+5%	+$17.2K	0.53%	28
2015 Q2	$350K	Buy	+9,656	New	+$351K	0.19%	79

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winch Advisory Services's KR Position: Q2 2026 in Review

Winch Advisory Services increased its Kroger (KR) stake by 0.53% in Q2 2026, buying an estimated $65 and bringing the position to 189 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Winch Advisory Services first reported a position in KR in Q2 2015 and has held it in 16 quarters since. The position peaked at $399K in Q4 2015. 1,310 funds tracked by Wall St. Rank hold KR as of Q2 2026.

Winch Advisory Services held 189 shares of Kroger worth $10.5K as of Q2 2026.
Winch Advisory Services bought 1 Kroger share in Q2 2026, an estimated $65.
Kroger made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #337 holding.
Winch Advisory Services first reported a position in Kroger in Q2 2015 and has held it in 16 quarters since.
Winch Advisory Services's Kroger position peaked at $399K in Q4 2015.
1,310 funds tracked by Wall St. Rank held Kroger as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.