Position in KR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,972,084
-$1,815,516 QoQ
Shares Held
107,547
-0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#273
of 1,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KR Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $6,139,795 across 3 Grocery Stores names. KR ranks #1 (97.3% of the industry book) .
All Filings in KR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,972,084 | 107,547 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,787,600 | 107,623 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,839,873 | 109,473 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,416,178 | 110,016 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,097,444 | 43,182 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,922,583 | 43,176 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,647,366 | 43,293 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,557,642 | 44,636 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,270,916 | 45,482 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,820,565 | 49,371 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,317,771 | 50,706 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,286,590 | 51,097 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,457,677 | 52,291 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,148,187 | 43,512 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,927,416 | 43,235 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,916,118 | 43,797 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,073,716 | 43,814 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $2,518,829 | 43,905 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $2,019,365 | 44,617 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,806,695 | 44,687 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,747,050 | 45,603 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,324,755 | 36,809 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,159,398 | 36,505 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,211,706 | 35,733 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,243,276 | 36,729 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $1,076,067 | 35,726 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||