Position in KR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$20,292,710
+$5,067,959 QoQ
Shares Held
280,441
+15.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5459258810231029.ToString("F0")%
Shared 0.ToString("F0")%
None 99.4540741189769.ToString("F0")%
Common Shares in KR Over Time
Shares Held
Position Value (USD)
Derivatives in KR
reported options exposure · as of Mar 31, 2021CallValue
$35,990
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $43,071,075 across 9 Grocery Stores names. KR ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
This page
|
280,441 | $20,292,710 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
90,198 | $6,956,971 | |
| 3 | IMKTA |
Ingles Markets Inc
|
57,191 | $5,140,898 | |
| 4 | WMK |
Weis Markets Inc
|
61,676 | $4,218,021 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
192,178 | $3,274,713 | |
| 6 | VLGEA |
Village Super Market Inc
|
53,499 | $2,259,262 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
14,492 | $374,618 | |
| 8 | DNUT |
Krispy Kreme, Inc.
|
91,055 | $308,676 |
All Filings in KR
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,292,710 | 280,441 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $15,224,751 | 243,674 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,323,101 | 227,312 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,859,383 | 193,216 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,921,291 | 176,116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,731,287 | 159,138 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,362,762 | 145,947 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,207,638 | 144,355 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,371,944 | 146,542 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,279,547 | 137,378 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,673,880 | 149,137 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,577,180 | 139,940 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $7,390,539 | 149,697 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,434,900 | 144,345 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,635,262 | 128,806 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,467,502 | 136,647 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,079,285 | 123,397 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,197,134 | 136,923 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,338,053 | 132,032 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,103,888 | 133,226 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,030,538 | 139,776 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $35,990 | 1,000 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $31,760 | 1,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $4,429,408 | 139,465 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,113,656 | 121,311 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,146,594 | 92,957 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,727,908 | 90,568 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||