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, 2026Beverly 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 | |
| 2 | ACI |
Albertsons Companies, Inc.
|
273,715 | $3,703,363 |
All Filings in KR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,499,579 | 99,038 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $6,481,284 | 89,570 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,479,995 | 87,708 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,617,247 | 68,495 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,187,166 | 58,374 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,918,354 | 72,660 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $4,163,947 | 68,094 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,508,880 | 61,237 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,982,969 | 39,715 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,464,412 | 25,633 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $536,497 | 11,737 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $201,240 | 4,497 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||