AllSquare Wealth Management’s Kroger KR Stock Holding History

AllSquare 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	$72.4K	Hold	1,074	–	–	0.04%	195
2025 Q2	$77K	Hold	1,074	–	–	0.04%	178
2025 Q1	$72.7K	Buy	1,074 +974	+974%	+$61.7K	0.04%	175
2024 Q4	$6.12K	Hold	100	–	–	﹤0.01%	420
2024 Q3	$5.73K	Hold	100	–	–	﹤0.01%	424
2024 Q2	$4.99K	Hold	100	–	–	﹤0.01%	428
2024 Q1	$5.71K	Hold	100	–	–	﹤0.01%	414
2023 Q4	$4.57K	Hold	100	–	–	﹤0.01%	431
2023 Q3	$4.47K	Hold	100	–	–	﹤0.01%	428
2023 Q2	$4.6K	Hold	100	–	–	﹤0.01%	443
2023 Q1	$4.94K	Hold	100	–	–	﹤0.01%	438
2022 Q4	$4.46K	Hold	100	–	–	﹤0.01%	424
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	430
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	421
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	411
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	421
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	423
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	440
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	432
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	404
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	410
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	413
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	389
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	399
2019 Q3	$3K	Sell	100 -100	-50%	-$2.33K	﹤0.01%	398
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	403
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	389
2018 Q4	$6K	Hold	200	–	–	0.01%	369
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	393
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	390
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	328
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	330
2017 Q3	$4K	Buy	+200	New	+$4.51K	﹤0.01%	315

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AllSquare Wealth Management held its Kroger (KR) position steady in Q3 2025 at 1,074 shares worth $72.4K. The position accounts for 0.04% of the portfolio, ranked #195.

AllSquare Wealth Management first reported a position in KR in Q3 2017 and has held it in 33 quarters since. The position peaked at $77K in Q2 2025. 1,349 funds tracked by Wall St. Rank hold KR as of Q3 2025.

AllSquare Wealth Management held 1,074 shares of Kroger worth $72.4K as of Q3 2025.
AllSquare Wealth Management left its Kroger share count unchanged in Q3 2025.
Kroger made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #195 holding.
AllSquare Wealth Management first reported a position in Kroger in Q3 2017 and has held it in 33 quarters since.
AllSquare Wealth Management's Kroger position peaked at $77K in Q2 2025.
1,349 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.