Position in KR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,818,829
-$557,690 QoQ
Shares Held
32,754
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#460
of 1,308 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in KR Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $2,231,399 across 2 Grocery Stores names. KR ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
This page
|
32,754 | $1,818,829 | |
| 2 | ACI |
Albertsons Companies, Inc.
|
30,493 | $412,570 |
All Filings in KR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,829 | 32,754 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,376,519 | 32,843 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,142,689 | 34,294 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,548,495 | 35,529 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $859,053 | 12,691 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $825,708 | 13,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $930,437 | 16,238 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $261,133 | 5,230 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $291,477 | 5,102 | Shares | Sole | 2024-05-14 | |
| 2022-06-30 | $137,872 | 2,913 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||