BCS Private Wealth Management’s Kroger KR Stock Holding History

BCS Private 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 Q4	–	Sell	-3,045	Closed	-$205K	–	184
2025 Q3	$205K	Buy	+3,045	New	+$212K	0.07%	157

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

BCS Private Wealth Management's KR Position: Q4 2025 in Review

BCS Private Wealth Management sold out of Kroger (KR) in Q4 2025, closing a stake of 3,045 shares — an estimated $205K sold.

BCS Private Wealth Management first reported a position in KR in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold KR as of Q4 2025.

BCS Private Wealth Management reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
BCS Private Wealth Management sold 3,045 Kroger shares in Q4 2025, an estimated $205K.
BCS Private Wealth Management first reported a position in Kroger in Q3 2025 and held it in 1 quarter.
BCS Private Wealth Management's Kroger position peaked at $205K in Q3 2025.
1,355 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on BCS Private Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.