Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kroger KR Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$4.36M Sell
60,232
-4,556
-7% -$308K 0.01% 873
2025
Q4 		$4.05M Sell
64,788
-7,456
-10% -$488K 0.01% 864
2025
Q3 		$4.87M Buy
72,244
+21,876
+43% +$1.52M 0.01% 729
2025
Q2 		$3.61M Buy
50,368
+19,245
+62% +$1.33M 0.01% 695
2025
Q1 		$2.11M Sell
31,123
-1,794
-5% -$114K 0.01% 815
2024
Q4 		$2.01M Sell
32,917
-100
-0.3% -$5.87K 0.01% 780
2024
Q3 		$1.89M Buy
33,017
+253
+0.8% +$13.6K 0.01% 731
2024
Q2 		$1.64M Buy
32,764
+6,338
+24% +$341K 0.01% 703
2024
Q1 		$1.51M Buy
26,426
+3,026
+13% +$149K 0.01% 700
2023
Q4 		$1.07M Sell
23,400
-12,345
-35% -$548K 0.01% 778
2023
Q3 		$1.6M Buy
35,745
+2,107
+6% +$99.1K 0.01% 602
2023
Q2 		$1.58M Buy
33,638
+1,783
+6% +$85K 0.01% 574
2023
Q1 		$1.57M Buy
31,855
+12,085
+61% +$552K 0.01% 526
2022
Q4 		$881K Buy
19,770
+2,177
+12% +$100K 0.01% 653
2022
Q3 		$770K Sell
17,593
-732
-4% -$34.8K 0.01% 622
2022
Q2 		$867K Buy
18,325
+3,613
+25% +$193K 0.01% 597
2022
Q1 		$844K Buy
14,712
+1,279
+10% +$63.5K 0.01% 604
2021
Q4 		$608K Buy
+13,433
New +$565K ﹤0.01% 679
2021
Q2 		$128K Hold
3,341
– – ﹤0.01% 1050
2021
Q1 		$128K Hold
3,341
– – ﹤0.01% 1050
2020
Q4 		$128K Hold
3,341
– – ﹤0.01% 1050
2020
Q3 		$128K Hold
3,341
– – ﹤0.01% 1050
2020
Q2 		$128K Hold
3,341
– – ﹤0.01% 1050
2020
Q1 		$128K Hold
3,341
– – ﹤0.01% 1050
2019
Q4 		$128K Hold
3,341
– – ﹤0.01% 1050
2019
Q3 		$128K Hold
3,341
– – ﹤0.01% 1050
2019
Q2 		$128K Hold
3,341
– – ﹤0.01% 1050
2019
Q1 		$128K Buy
3,341
+2,084
+166% +$57.1K ﹤0.01% 1050
2018
Q4 		$35K Buy
1,257
+11
+0.9% +$319 ﹤0.01% 972
2018
Q3 		$36K Buy
1,246
+75
+6% +$2.23K ﹤0.01% 818
2018
Q2 		$33K Buy
1,171
+69
+6% +$1.74K ﹤0.01% 721
2018
Q1 		$26K Hold
1,102
– – ﹤0.01% 663
2017
Q4 		$30K Sell
1,102
-5,171
-82% -$120K ﹤0.01% 620
2017
Q3 		$126K Buy
6,273
+1,060
+20% +$23.9K 0.01% 384
2017
Q2 		$122K Buy
5,213
+4,800
+1,162% +$136K 0.01% 365
2017
Q1 		$12K Hold
413
– – ﹤0.01% 710
2016
Q4 		$14K Hold
413
– – ﹤0.01% 662
2016
Q3 		$12K Buy
413
+13
+3% +$432 ﹤0.01% 656
2016
Q2 		$15K Hold
400
– – ﹤0.01% 501
2016
Q1 		$15K Hold
400
– – ﹤0.01% 481
2015
Q4 		$17K Hold
400
– – ﹤0.01% 409
2015
Q3 		$14K Buy
+400
New +$14.8K ﹤0.01% 407
2014
Q1 		– Sell
-706
Closed -$14K – 329
2013
Q4 		$14K Hold
706
– – ﹤0.01% 410
2013
Q3 		$14K Buy
+706
New +$13.6K ﹤0.01% 299

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $53.8B AUM 19.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Kroger (KR) stake by 7% in Q1 2026, selling an estimated $308K and leaving 60,232 shares worth $4.36M. The position accounts for 0.01% of the portfolio, ranked #873.

Carson Wealth (CWM LLC) first reported a position in KR in Q3 2013 and has held it in 44 quarters since. The position peaked at $4.87M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 60,232 shares of Kroger worth $4.36M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,556 Kroger shares in Q1 2026, an estimated $308K.
  • Kroger made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #873 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kroger in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Kroger position peaked at $4.87M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.