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Accredited Wealth Management’s Kroger KR Stock Holding History

Accredited Wealth Management’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$27.6K Sell
4
-489
-99% -$34K 0.02% 179
2025
Q2 		$35.4K Sell
493
-315
-39% -$21.8K 0.03% 160
2025
Q1 		$54.7K Buy
808
+1
+0.1% +$63 0.05% 119
2024
Q4 		$49.4K Buy
+807
New +$47.3K 0.04% 139

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's KR Position: Q3 2025 in Review

Accredited Wealth Management reduced its Kroger (KR) stake by 99% in Q3 2025, selling an estimated $34K and leaving 4 shares worth $27.6K. The position accounts for 0.02% of the portfolio, ranked #179.

Accredited Wealth Management first reported a position in KR in Q4 2024 and has held it in 4 quarters since. The position peaked at $54.7K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • Accredited Wealth Management held 4 shares of Kroger worth $27.6K as of Q3 2025.
  • Accredited Wealth Management sold 489 Kroger shares in Q3 2025, an estimated $34K.
  • Kroger made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #179 holding.
  • Accredited Wealth Management first reported a position in Kroger in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Kroger position peaked at $54.7K in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.