Position in KR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$219,116
-$144,051 QoQ
Shares Held
3,946
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#995
of 1,309 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KR Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $665,642 across 11 Grocery Stores names. KR ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFM |
Sprouts Farmers Market, Inc.
|
3,666 | $310,066 | |
| 2 | KR |
Kroger Co
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|
3,946 | $219,116 | |
| 3 | ACI |
Albertsons Companies, Inc.
|
4,315 | $58,379 | |
| 4 | GO |
Grocery Outlet Holding Corp.
|
3,697 | $36,894 | |
| 5 | WMK |
Weis Markets Inc
|
241 | $18,869 | |
| 6 | DNUT |
Krispy Kreme, Inc.
|
2,741 | $9,673 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
191 | $5,923 | |
| 8 | IMKTA |
Ingles Markets Inc
|
46 | $4,072 |
All Filings in KR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,116 | 3,946 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $363,167 | 5,019 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $214,676 | 3,436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $251,100 | 3,725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $284,048 | 3,960 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $189,056 | 2,793 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $130,979 | 2,142 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $109,726 | 1,915 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $94,964 | 1,902 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $100,887 | 1,766 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $82,274 | 1,800 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $84,754 | 1,894 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $86,292 | 1,836 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $108,613 | 2,200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $99,010 | 2,221 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $117,555 | 2,687 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $116,667 | 2,465 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $68,614 | 1,196 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $41,366 | 914 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||