Position in KR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$916,522
-$142,538 QoQ
Shares Held
16,505
+12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#607
of 1,309 holders
Holding Since
Mar 2025
6 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, 2026Summit Financial, LLC holds $4,122,949 across 2 Grocery Stores names. KR ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFM |
Sprouts Farmers Market, Inc.
|
37,910 | $3,206,427 | |
| 2 | KR |
Kroger Co
This page
|
16,505 | $916,522 |
All Filings in KR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,522 | 16,505 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,059,060 | 14,636 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $913,457 | 14,620 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $910,843 | 13,512 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $829,844 | 11,569 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $649,485 | 9,595 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||