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Brookwood Investment Group’s Kroger KR Stock Holding History

Brookwood Investment Group’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 		– Sell
-3,605
Closed -$259K – 522
2025
Q2 		$259K Sell
3,605
-1,245
-26% -$86K 0.04% 362
2025
Q1 		$328K Buy
+4,850
New +$307K 0.06% 299

Other funds holding KR

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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

Brookwood Investment Group's KR Position: Q3 2025 in Review

Brookwood Investment Group sold out of Kroger (KR) in Q3 2025, closing a stake of 3,605 shares — an estimated $259K sold.

Brookwood Investment Group first reported a position in KR in Q1 2025 and held it in 2 quarters. The position peaked at $328K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • Brookwood Investment Group reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 3,605 Kroger shares in Q3 2025, an estimated $259K.
  • Brookwood Investment Group first reported a position in Kroger in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Kroger position peaked at $328K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.