Position in KR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$813,569
-$272,699 QoQ
Shares Held
14,651
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#638
of 1,309 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Concurrent Investment Advisors, LLC holds $1,236,215 across 2 Grocery Stores names. KR ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
This page
|
14,651 | $813,569 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
4,997 | $422,646 |
All Filings in KR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,569 | 14,651 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,086,268 | 15,012 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,107,394 | 17,724 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $628,665 | 9,326 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $746,207 | 10,403 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $793,326 | 11,720 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $629,050 | 10,287 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $560,508 | 9,782 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $427,450 | 8,561 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $526,681 | 9,219 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $416,920 | 9,121 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||