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Beverly Hills Private Wealth, LLC

Position in KR — Kroger Co

CIK 1965710 BEVERLY HILLS, CA

Position in KR

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$5,499,579
-$981,705 QoQ
Shares Held
99,038
+10.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#282
of 1,309 holders
Holding Since
Sep 2023
12 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, 2026

Beverly Hills Private Wealth, LLC holds $9,202,942 across 2 Grocery Stores names. KR ranks #1 (59.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KR
Kroger Co
This page
99,038 $5,499,579

All Filings in KR

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,499,579 99,038
2026-03-31 $6,481,284 89,570
2025-12-31 $5,479,995 87,708
2025-09-30 $4,617,247 68,495
2025-06-30 $4,187,166 58,374
2025-03-31 $4,918,354 72,660
2024-12-31 $4,163,947 68,094
2024-09-30 $3,508,880 61,237
2024-06-30 $1,982,969 39,715
2024-03-31 $1,464,412 25,633
2023-12-31 $536,497 11,737
2023-09-30 $201,240 4,497