Capital Wealth Planning LLC Invests in Kroger

Firm purchases over 53,000 shares of grocery retailer in Q3

Mar. 14, 2026 at 8:10am

Capital Wealth Planning LLC, an investment management firm, purchased a new stake of 53,434 shares in The Kroger Co. (NYSE:KR) during the third quarter of 2026, according to a recent SEC filing. The shares were valued at approximately $3.6 million.

Why it matters

This investment reflects Capital Wealth Planning's confidence in Kroger's performance and growth potential. As one of the largest grocery retailers in the U.S., Kroger's financial health and strategic positioning are closely watched by investors.

The details

The filing shows that Capital Wealth Planning added the Kroger shares to its portfolio in Q3 2026. Kroger, which operates a network of supermarkets and multi-department stores, has seen its stock price rise over the past year as the company navigates industry challenges and invests in e-commerce and other initiatives.

  • Capital Wealth Planning purchased the Kroger shares in the third quarter of 2026.

The players

Capital Wealth Planning LLC

An investment management firm that has purchased a new stake in The Kroger Co.

The Kroger Co.

One of the largest supermarket operators in the United States, offering a wide range of retail grocery and related services.

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The takeaway

This investment by Capital Wealth Planning underscores Kroger's position as a leading player in the highly competitive grocery industry. As the company continues to adapt to changing consumer preferences and invest in its digital capabilities, it will be closely watched by investors seeking exposure to the stable, yet evolving, supermarket sector.