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Brass Tax Wealth Management’s Kroger KR Stock Holding History

Brass Tax 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 		$1.42M Buy
21,014
+263
+1% +$18.3K 0.24% 48
2025
Q2 		$1.49M Buy
20,751
+16
+0.1% +$1.1K 0.29% 46
2025
Q1 		$1.4M Buy
20,735
+394
+2% +$25K 0.29% 45
2024
Q4 		$1.24M Buy
20,341
+51
+0.3% +$2.99K 0.26% 46
2024
Q3 		$1.16M Buy
20,290
+271
+1% +$14.5K 0.25% 45
2024
Q2 		$1,000K Buy
20,019
+1,048
+6% +$56.4K 0.43% 34
2024
Q1 		$1.08M Buy
+18,971
New +$934K 0.56% 25

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

Brass Tax Wealth Management's KR Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Kroger (KR) stake by 1.3% in Q3 2025, buying an estimated $18.3K and bringing the position to 21,014 shares worth $1.42M. The position accounts for 0.24% of the portfolio, ranked #48.

Brass Tax Wealth Management first reported a position in KR in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • Brass Tax Wealth Management held 21,014 shares of Kroger worth $1.42M as of Q3 2025.
  • Brass Tax Wealth Management bought 263 Kroger shares in Q3 2025, an estimated $18.3K.
  • Kroger made up 0.24% of Brass Tax Wealth Management's portfolio in Q3 2025, its #48 holding.
  • Brass Tax Wealth Management first reported a position in Kroger in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's Kroger position peaked at $1.49M in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.