CWC
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Carolinas Wealth Consulting’s Kroger KR Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-83
Closed -$5.62K – 520
2025
Q1 		$5.62K Hold
83
– – ﹤0.01% 591
2024
Q4 		$5.08K Sell
83
-5
-6% -$293 ﹤0.01% 633
2024
Q3 		$5.04K Buy
88
+15
+21% +$805 ﹤0.01% 661
2024
Q2 		$3.65K Sell
73
-7
-9% -$377 ﹤0.01% 700
2024
Q1 		$4.57K Buy
80
+5
+7% +$246 ﹤0.01% 659
2023
Q4 		$3.43K Buy
75
+6
+9% +$266 ﹤0.01% 677
2023
Q3 		$3.13K Sell
69
-6
-8% -$282 ﹤0.01% 681
2023
Q2 		$3.52K Sell
75
-12
-14% -$572 ﹤0.01% 735
2023
Q1 		$4.29K Hold
87
– – ﹤0.01% 716
2022
Q4 		$3.88K Hold
87
– – ﹤0.01% 725
2022
Q3 		$4K Sell
87
-127
-59% -$6.03K ﹤0.01% 681
2022
Q2 		$10K Buy
214
+127
+146% +$6.77K ﹤0.01% 574
2022
Q1 		$5K Hold
87
– – ﹤0.01% 700
2021
Q4 		$4K Hold
87
– – ﹤0.01% 738
2021
Q3 		$4K Sell
87
-6
-6% -$252 ﹤0.01% 703
2021
Q2 		$4K Sell
93
-1
-1% -$38 ﹤0.01% 731
2021
Q1 		$3K Sell
94
-2
-2% -$68 ﹤0.01% 772
2020
Q4 		$3K Buy
96
+16
+20% +$519 ﹤0.01% 703
2020
Q3 		$3K Buy
80
+21
+36% +$725 ﹤0.01% 642
2020
Q2 		$2K Buy
+59
New +$1.91K ﹤0.01% 500

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Carolinas Wealth Consulting's KR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Kroger (KR) in Q2 2025, closing a stake of 83 shares — an estimated $5.62K sold.

Carolinas Wealth Consulting first reported a position in KR in Q2 2020 and held it in 20 quarters. The position peaked at $10K in Q2 2022. 1,393 funds tracked by Wall St. Rank hold KR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Kroger position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 83 Kroger shares in Q2 2025, an estimated $5.62K.
  • Carolinas Wealth Consulting first reported a position in Kroger in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Kroger position peaked at $10K in Q2 2022.
  • 1,393 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.