The Kroger Co.
MX ˙ BMV ˙ US5010441013
SecurityMX:KR / The Kroger Co.
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership336,098 shares
Latest Disclosed Value $ 24,320,040
Richard C. Young & CO., LTD. reports 27.91% increase in ownership of KR / The Kroger Co.

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 336,098 shares of The Kroger Co. (MX:KR) valued at $24,320,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 262,756 shares of The Kroger Co.. This represents a change in shares of 27.91% 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.

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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)
2026-05-07 2026-03-31 13F Kroger COM 501044101 336,098 73,342 27.91 24,320 48.15 2.0145
2026-01-29 2025-12-31 13F Kroger COM 501044101 262,756 109,655 71.62 16,417 59.07 1.4710
2025-11-12 2025-09-30 13F Kroger COM 501044101 153,101 5,920 4.02 10,321 -2.24 0.9586
2025-08-07 2025-06-30 13F Kroger COM 501044101 147,181 -245 -0.17 10,557 5.79 1.0431
2025-05-02 2025-03-31 13F Kroger COM 501044101 147,426 -2,459 -1.64 9,979 8.88 1.0720
2025-01-28 2024-12-31 13F Kroger COM 501044101 149,885 6,595 4.60 9,165 11.63 0.9985
2024-11-07 2024-09-30 13F Kroger COM 501044101 143,290 -677 -0.47 8,211 14.22 0.8968
2024-08-08 2024-06-30 13F Kroger COM 501044101 143,967 -696 -0.48 7,188 -13.02 0.8738
2024-05-08 2024-03-31 13F Kroger COM 501044101 144,663 -5,755 -3.83 8,265 20.20 1.0376
2024-02-12 2023-12-31 13F Kroger COM 501044101 150,418 -1,494 -0.98 6,876 1.13 0.9216
2023-11-13 2023-09-30 13F Kroger COM 501044101 151,912 -1,093 -0.71 6,798 -5.47 0.9679
2023-08-08 2023-06-30 13F Kroger COM 501044101 153,005 -1,242 -0.81 7,191 -5.57 0.9878
2023-05-12 2023-03-31 13F Kroger COM 501044101 154,247 -8,686 -5.33 7,615 4.85 1.0487
2023-02-10 2022-12-31 13F Kroger COM 501044101 162,933 -5,710 -3.39 7,264 -1.56 0.9668
2022-11-10 2022-09-30 13F Kroger COM 501044101 168,643 -3,190 -1.86 7,378 -9.28 1.1285
2022-08-03 2022-06-30 13F Kroger COM 501044101 171,833 -1,775 -1.02 8,133 -18.34 1.0540
2022-05-06 2022-03-31 13F Kroger COM 501044101 173,608 -2,012 -1.15 9,960 25.30 1.2721
2022-02-11 2021-12-31 13F Kroger COM 501044101 175,620 -1,523 -0.86 7,949 10.99 1.0019
2021-11-10 2021-09-30 13F Kroger COM 501044101 177,143 -456 -0.26 7,162 5.26 0.9832
2021-08-11 2021-06-30 13F Kroger COM 501044101 177,599 -839 -0.47 6,804 5.95 0.8647
2021-05-13 2021-03-31 13F Kroger COM 501044101 178,438 -237 -0.13 6,422 13.16 0.8530
2021-02-12 2020-12-31 13F Kroger COM 501044101 178,675 -1,065 -0.59 5,675 -6.89 0.8640
2020-11-12 2020-09-30 13F Kroger COM 501044101 179,740 -3,015 -1.65 6,095 -1.47 0.9823
2020-08-13 2020-06-30 13F Kroger COM 501044101 182,755 -3,193 -1.72 6,186 10.44 1.0303
2020-05-11 2020-03-31 13F Kroger COM 501044101 185,948 5,965 3.31 5,601 7.34 1.0859
2020-02-12 2019-12-31 13F Kroger COM 501044101 179,983 7,590 4.40 5,218 17.42 0.8693
2019-10-29 2019-09-30 13F Kroger COM 501044101 172,393 4,262 2.53 4,444 21.75 0.7990
2019-08-06 2019-06-30 13F Kroger COM 501044101 168,131 25,227 17.65 3,650 3.84 0.6919
2019-05-09 2019-03-31 13F Kroger COM 501044101 142,904 10,026 7.55 3,515 -3.80 0.6710
2019-02-13 2018-12-31 13F Kroger COM 501044101 132,878 19,376 17.07 3,654 10.59 0.7800
2018-11-14 2018-09-30 13F Kroger COM 501044101 113,502 113,502 3,304 0.6285
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.