Position in KR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,998,001
-$2,412,923 QoQ
Shares Held
126,022
-3.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#254
of 1,314 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in KR Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $7,200,908 across 2 Grocery Stores names. KR ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
This page
|
126,022 | $6,998,001 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
2,399 | $202,907 |
All Filings in KR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,998,001 | 126,022 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,410,924 | 130,057 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,085,974 | 129,417 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,439,030 | 110,355 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,629,919 | 106,370 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,184,345 | 106,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,401,732 | 104,689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,117,119 | 71,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,658,320 | 73,269 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,098,391 | 71,738 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $223,110 | 4,881 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||