Position in KR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$222,120
-$90,280 QoQ
Shares Held
4,000
-20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#990
of 1,309 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in KR Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $717,082 across 2 Grocery Stores names. KR ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFM |
Sprouts Farmers Market, Inc.
|
5,852 | $494,962 | |
| 2 | KR |
Kroger Co
This page
|
4,000 | $222,120 |
All Filings in KR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,120 | 4,000 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $312,400 | 5,000 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $330,309 | 4,900 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $351,477 | 4,900 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $331,681 | 4,900 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $360,785 | 5,900 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $370,272 | 6,462 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $322,647 | 6,462 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $434,302 | 7,602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $256,524 | 5,612 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||