The Kroger Co.
MX ˙ BMV ˙ US5010441013
SecurityMX:KR / The Kroger Co.
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership19,258 shares
Latest Disclosed Value $ 1,393,482
Inspirion Wealth Advisors, Llc reports 0.21% increase in ownership of KR / The Kroger Co.

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 19,258 shares of The Kroger Co. (MX:KR) valued at $1,393,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 19,217 shares of The Kroger Co.. This represents a change in shares of 0.21% 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)
2026-04-08 2026-03-31 13F KROGER COM 501044101 19,258 41 0.21 1,393 16.08 0.1735
2026-01-09 2025-12-31 13F KROGER COM 501044101 19,217 205 1.08 1,201 10.19 0.1470
2025-10-06 2025-09-30 13F KROGER COM 501044101 19,012 -99 -0.52 1,089 -20.51 0.1525
2025-07-09 2025-06-30 13F KROGER COM 501044101 19,111 36 0.19 1,371 6.12 0.1814
2025-04-09 2025-03-31 13F KROGER COM 501044101 19,075 39 0.20 1,291 14.76 0.1793
2025-01-15 2024-12-31 13F KROGER COM 501044101 19,036 24 0.13 1,126 3.31 0.1572
2024-10-04 2024-09-30 13F KROGER COM 501044101 19,012 1 0.01 1,089 14.75 0.1523
2024-07-12 2024-06-30 13F KROGER COM 501044101 19,011 24 0.13 949 -12.45 0.1452
2024-04-12 2024-03-31 13F KROGER COM 501044101 18,987 26 0.14 1,085 23.60 0.1792
2024-01-10 2023-12-31 13F KROGER COM 501044101 18,961 27 0.14 877 3.54 0.1581
2023-10-13 2023-09-30 13F KROGER COM 501044101 18,934 27 0.14 847 -4.62 0.1652
2023-07-20 2023-06-30 13F KROGER COM 501044101 18,907 -5 -0.03 889 -4.82 0.1703
2023-04-07 2023-03-31 13F KROGER COM 501044101 18,912 25 0.13 934 10.94 0.1873
2023-01-18 2022-12-31 13F KROGER COM 501044101 18,887 4,540 31.64 842 33.92 0.1784
2022-10-19 2022-09-30 13F KROGER COM 501044101 14,347 -8,460 -37.09 628 -41.80 0.1416
2022-07-27 2022-06-30 13F KROGER COM 501044101 22,807 -19 -0.08 1,079 -17.63 0.2368
2022-04-14 2022-03-31 13F KROGER COM 501044101 22,826 58 0.25 1,310 27.18 0.2682
2022-01-21 2021-12-31 13F KROGER COM 501044101 22,768 -5,663 -19.92 1,030 -10.36 0.2171
2021-10-08 2021-09-30 13F KROGER COM 501044101 28,431 34 0.12 1,149 5.61 0.2643
2021-07-16 2021-06-30 13F KROGER COM 501044101 28,397 36 0.13 1,088 6.56 0.2681
2021-04-15 2021-03-31 13F KROGER COM 501044101 28,361 -2,311 -7.53 1,021 4.83 0.2706
2021-01-22 2020-12-31 13F KROGER COM 501044101 30,672 -2,660 -7.98 974 -13.81 0.2742
2020-10-14 2020-09-30 13F KROGER COM 501044101 33,332 37 0.11 1,130 0.27 0.3883
2020-07-09 2020-06-30 13F KROGER COM 501044101 33,295 35 0.11 1,127 12.48 0.4425
2020-04-23 2020-03-31 13F KROGER COM 501044101 33,260 -11,525 -25.73 1,002 -22.80 0.4945
2020-01-14 2019-12-31 13F KROGER COM 501044101 44,785 -182 -0.40 1,298 11.99 0.4382
2019-10-22 2019-09-30 13F KROGER COM 501044101 44,967 -11,979 -21.04 1,159 -6.23 0.5076
2019-07-15 2019-06-30 13F KROGER COM 501044101 56,946 -1,884 -3.20 1,236 -14.58 0.5337
2019-04-16 2019-03-31 13F KROGER COM 501044101 58,830 -2,075 -3.41 1,447 -13.61 0.6408
2019-01-22 2018-12-31 13F KROGER COM 501044101 60,905 -553 -0.90 1,675 -6.37 0.8362
2018-11-14 2018-09-30 13F KROGER COM 501044101 61,458 -4,427 -6.72 1,789 -4.54 0.7586
2018-07-19 2018-06-30 13F KROGER COM 501044101 65,885 4,015 6.49 1,874 26.54 0.8828
2018-04-18 2018-03-31 13F KROGER COM 501044101 61,870 114 0.18 1,481 -12.63 0.7238
2018-01-16 2017-12-31 13F KROGER COM 501044101 61,756 -38,886 -38.64 1,695 -16.05 0.8231
2017-11-14 2017-09-30 13F KROGER COM 501044101 100,642 -2,254 -2.19 2,019 -15.87 1.0239
2017-07-19 2017-06-30 13F KROGER COM 501044101 102,896 5,726 5.89 2,400 -16.26 1.3028
2017-05-09 2017-03-31 13F KROGER COM 501044101 97,170 97,170 2,866 1.6215
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.