Position in KR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$59,552
+$8,131 QoQ
Shares Held
823
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $61,711 across 2 Grocery Stores names. KR ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
This page
|
823 | $59,552 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
28 | $2,159 |
All Filings in KR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,552 | 823 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $51,421 | 823 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $55,478 | 823 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $59,033 | 823 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $56,385 | 833 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $50,937 | 833 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $47,730 | 833 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,591 | 833 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $47,017 | 823 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $37,619 | 823 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $36,829 | 823 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,681 | 823 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||