Position in KR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,239,263
-$791,086 QoQ
Shares Held
22,317
-20.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#539
of 1,309 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $13,282,716 across 8 Grocery Stores names. KR ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACI |
Albertsons Companies, Inc.
|
889,014 | $12,028,359 | |
| 2 | KR |
Kroger Co
This page
|
22,317 | $1,239,263 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
|
156 | $13,194 | |
| 4 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
33 | $1,023 | |
| 5 | GO |
Grocery Outlet Holding Corp.
|
29 | $289 | |
| 6 | DNUT |
Krispy Kreme, Inc.
|
63 | $222 | |
| 7 | VLGEA |
Village Super Market Inc
|
5 | $210 | |
| 8 | WMK |
Weis Markets Inc
|
2 | $156 |
All Filings in KR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,263 | 22,317 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,030,349 | 28,059 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,133,324 | 18,139 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,167,204 | 17,315 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,252,620 | 17,463 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,089,132 | 16,090 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $985,309 | 16,113 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $972,495 | 16,972 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $850,557 | 17,035 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $420,076 | 7,353 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $322,072 | 7,046 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $312,713 | 6,988 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $327,214 | 6,962 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $482,887 | 9,781 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $323,472 | 7,256 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $307,212 | 7,022 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $326,009 | 6,888 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $387,304 | 6,751 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $304,599 | 6,730 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $273,266 | 6,759 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $254,991 | 6,656 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $238,613 | 6,630 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $230,799 | 7,267 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $224,891 | 6,632 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $224,493 | 6,632 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $199,755 | 6,632 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||