The Kroger Co.
MX ˙ BMV ˙ US5010441013
SecurityMX:KR / The Kroger Co.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership3,257 shares
Latest Disclosed Value $ 235,677
Evercore Wealth Management, LLC ownership in KR / The Kroger Co.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,257 shares of The Kroger Co. (MX:KR) valued at $235,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,257 shares of The Kroger Co.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F KROGER COM 501044101 3,257 0 0.00 236 15.76 0.0020
2026-02-17 2025-12-31 13F KROGER COM 501044101 3,257 0 0.00 203 -7.31 0.0030
2025-11-14 2025-09-30 13F KROGER COM 501044101 3,257 -175 -5.10 220 -10.98 0.0032
2025-08-14 2025-06-30 13F KROGER COM 501044101 3,432 0 0.00 246 6.03 0.0038
2025-05-15 2025-03-31 13F KROGER COM 501044101 3,432 -156 -4.35 232 5.94 0.0037
2025-02-14 2024-12-31 13F KROGER COM 501044101 3,588 0 0.00 219 6.83 0.0033
2024-11-14 2024-09-30 13F KROGER COM 501044101 3,588 3,588 206 0.0031
2024-08-14 2024-06-30 13F KROGER COM 501044101 0 -3,588 -100.00 0 -100.00
2024-05-15 2024-03-31 13F KROGER COM 501044101 3,588 3,588 205 0.0032
2022-08-15 2022-06-30 13F KROGER COM 501044101 0 -3,614 -100.00 0 -100.00
2022-05-16 2022-03-31 13F KROGER COM 501044101 3,614 3,614 207 0.0037
2022-02-14 2021-12-31 13F KROGER COM 501044101 0 -4,960 -100.00 0 -100.00
2021-11-15 2021-09-30 13F KROGER COM 501044101 4,960 4,960 201 0.0036
2021-02-16 2020-12-31 13F KROGER COM 501044101 0 -7,541 -100.00 0 -100.00
2020-11-16 2020-09-30 13F KROGER COM 501044101 7,541 52 0.69 256 0.79 0.0063
2020-08-13 2020-06-30 13F KROGER COM 501044101 7,489 5 0.07 254 12.89 0.0068
2020-05-14 2020-03-31 13F KROGER COM 501044101 7,484 7,484 225 0.0074
2018-05-14 2018-03-31 13F KROGER COM 501044101 0 -4,660 -100.00 0 -100.00
2018-02-13 2017-12-31 13F KROGER COM 501044101 4,660 -234 -4.78 128 30.61 0.0048
2017-11-13 2017-09-30 13F KROGER COM 501044101 4,894 -412 -7.76 98 -20.97 0.0038
2017-08-11 2017-06-30 13F KROGER COM 501044101 5,306 -735 -12.17 124 -30.34 0.0048
2017-05-12 2017-03-31 13F KROGER COM 501044101 6,041 660 12.27 178 -4.30 0.0070
2017-02-08 2016-12-31 13F KROGER COM 501044101 5,381 -65 -1.19 186 14.81 0.0077
2016-11-10 2016-09-30 13F KROGER COM 501044101 5,446 -1,099 -16.79 162 -32.78 0.0067
2016-09-20 2016-06-30 13F/A-1 KROGER COM 501044101 6,545 -521 -7.37 241 -10.74 0.0107
2016-08-01 2016-06-30 13F KROGER COM 501044101 6,545 241
2016-05-02 2016-03-31 13F KROGER COM 501044101 7,066 83 1.19 270 -7.53 0.0119
2016-02-16 2015-12-31 13F KROGER COM 501044101 6,983 1,943 38.55 292 61.33 0.0136
2015-11-16 2015-09-30 13F KROGER COM 501044101 5,040 2,590 105.71 181 2.84 0.0086
2015-08-06 2015-06-30 13F KROGER COM 501044101 2,450 0 0.00 176 -6.38 0.0079
2015-05-06 2015-03-31 13F KROGER COM 501044101 2,450 11 0.45 188 21.29 0.0086
2015-02-13 2014-12-31 13F KROGER COM 501044101 2,439 119 5.13 155 29.17 0.0077
2014-11-13 2014-09-30 13F KROGER COM 501044101 2,320 0 0.00 120 6.19 0.0060
2014-08-14 2014-06-30 13F KROGER COM 501044101 2,320 70 3.11 113 16.49 0.0058
2014-05-15 2014-03-31 13F KROGER COM 501044101 2,250 0 0.00 97 8.99 0.0054
2014-02-11 2013-12-31 13F KROGER COM 501044101 2,250 0 0.00 89 -1.11 0.0049
2013-11-13 2013-09-30 13F KROGER COM 501044101 2,250 0 0.00 90 16.88 0.0052
2013-08-14 2013-06-30 13F KROGER COM 501044101 2,250 2,250 77 0.0044
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.