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Synergy Investment Management, LLC

Position in KR — Kroger Co

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in KR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$26,431
+$4,290 QoQ
Shares Held
476
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,135
of 1,308 holders
Holding Since
Dec 2024
4 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

Synergy Investment Management, LLC holds $30,660 across 2 Grocery Stores names. KR ranks #1 (86.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KR
Kroger Co
This page
476 $26,431

All Filings in KR

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,431 476
2026-03-31 $22,141 306
2025-03-31 $19,630 290
2024-12-31 $17,794 291