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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

KR holding history

Kroger Co in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KR overviewAll 13F holders of KRFull Q2 2026 holdings

Shares (Q2 2026)
32,261
Value
$1.79M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KR by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,261$1.79M0.1%+1,601+5.2%AddedHolders
Q1 202630,660$2.22M0.2%+2,862+10.3%AddedHolders
Q4 202527,798$1.74M0.2%+3,007+12.1%AddedHolders
Q3 202524,791$1.67M0.2%+1,786+7.8%AddedHolders
Q2 202523,005$1.65M0.2%+2,114+10.1%AddedHolders
Q1 202520,891$1.41M0.2%+3,875+22.8%AddedHolders
Q4 202417,016$1.04M0.1%+5,085+42.6%AddedHolders
Q3 202411,931$683.6K0.1%+9,805+461.2%AddedHolders
Q2 20242,126$106.2K<0.1%+1,326+165.8%AddedHolders
Q1 2024800$45.7K<0.1%00.0%UnchangedHolders
Q4 2023800$36.6K<0.1%00.0%UnchangedHolders
Q3 2023800$35.8K<0.1%00.0%UnchangedHolders
Q2 2023800$37.6K<0.1%−168−17.4%ReducedHolders
Q1 2023968$47.8K<0.1%−2,400−71.3%ReducedHolders
Q4 20223,368$150.1K<0.1%00.0%UnchangedHolders
Q3 20223,368$147.3K<0.1%00.0%UnchangedHolders
Q2 20223,368$159.4K<0.1%00.0%UnchangedHolders
Q1 20223,368$193.2K<0.1%00.0%UnchangedHolders
Q4 20213,368$152.4K<0.1%00.0%UnchangedHolders
Q3 20213,368$136.2K<0.1%00.0%UnchangedHolders
Q2 20213,368$129.0K<0.1%00.0%UnchangedHolders
Q1 20213,368$121.2K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.