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
2023
Q4 		– Sell
-1,000
Closed -$10K – 4336
2023
Q3 		$10K Hold
1,000
– – ﹤0.01% 3137
2023
Q2 		$8K Hold
1,000
– – ﹤0.01% 3211
2023
Q1 		$7K Hold
1,000
– – ﹤0.01% 3146
2022
Q4 		$12K Sell
1,000
-1,000
-50% -$45.9K ﹤0.01% 2699
2022
Q3 		$24K Hold
2,000
– – ﹤0.01% 2115
2022
Q2 		$22K Buy
2,000
+1,000
+100% +$53.3K ﹤0.01% 2054
2022
Q1 		$5K Buy
+1,000
New +$49.6K ﹤0.01% 2844

Other funds holding KR

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

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. 1,380 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.
  • 1,380 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.