STOCK TITAN

Wellington entities disclose 3.2% Kroger (KR) stake held for advisory clients

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management’s affiliated entities report a sizable but non‑controlling stake in The Kroger Co. They disclose beneficial ownership of 20,068,489 shares of Kroger common stock, representing about 3.2% of the class as of 12/31/2025. The shares are owned of record by clients of various Wellington investment advisers, with Wellington entities having shared voting power over 20,061,519 shares and shared dispositive power over 20,068,489 shares, and no sole voting or dispositive power. The filing emphasizes that the holdings are in the ordinary course of business and are not intended to change or influence control of Kroger, and that no individual client is known to hold more than 5% of the stock.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

How many Kroger (KR) shares do Wellington entities report owning?

Wellington-affiliated entities report beneficial ownership of 20,068,489 Kroger common shares. These shares are held for clients of various Wellington investment advisers, with Wellington reporting shared voting and dispositive power rather than direct record ownership.

What percentage of Kroger’s common stock do Wellington entities hold?

Wellington entities report holding about 3.2% of Kroger’s common stock. The Schedule 13G/A also references a 3.17% figure in the ownership section, reflecting their non‑controlling but notable minority position in the company.

Are Wellington’s Kroger (KR) holdings intended to influence control of the company?

The filing states the securities were acquired and held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Kroger, consistent with a passive investment posture under Schedule 13G.

Who actually owns the Kroger shares reported by Wellington entities?

The securities are owned of record by clients of one or more Wellington investment advisers. Wellington Management Group LLP and its subsidiaries report beneficial ownership because they control the advisers, while individual client accounts ultimately hold the shares.

Does any single Wellington client own more than 5% of Kroger (KR)?

According to the filing, no client is known to have the right to receive dividends or sale proceeds for more than 5% of the Kroger common stock class. The reported position is spread across multiple client accounts advised by Wellington entities.

Which Wellington entities are listed as reporting persons for Kroger (KR)?

The Schedule 13G/A lists Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP as reporting persons, each with the same 20,068,489 shares beneficially owned and 3.2% of the class.
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