Position in KR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,111,057
+$196,120 QoQ
Shares Held
56,025
+39.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#354
of 1,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KR Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $3,855,259 across 2 Grocery Stores names. KR ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
This page
|
56,025 | $3,111,057 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
8,799 | $744,202 |
All Filings in KR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,111,057 | 56,025 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,914,937 | 40,284 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,954,857 | 47,293 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,965,220 | 43,988 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,972,761 | 55,385 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,723,623 | 55,010 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $4,020,487 | 65,748 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,718,367 | 82,345 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,152,927 | 83,175 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,959,105 | 51,796 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,966,114 | 130,521 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,955,822 | 133,091 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,459,079 | 201,257 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,487,221 | 30,124 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,096,088 | 24,587 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $691,162 | 15,798 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $708,246 | 14,964 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $951,596 | 16,587 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $686,956 | 15,178 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $511,722 | 12,657 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $439,798 | 11,480 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,268,323 | 35,241 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,279,319 | 71,767 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,982,853 | 58,474 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,050,091 | 60,564 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,792,862 | 59,524 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||