CarsonAllaria Wealth Management’s Kroger KR Stock Holding History

CarsonAllaria 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	–	Sell	-81	Closed	-$5.88K	–	218
2025 Q2	$5.88K	Hold	81	–	–	﹤0.01%	279
2025 Q1	$5.52K	Sell	81 -2	-2%	-$127	﹤0.01%	285
2024 Q4	$5.09K	Buy	83 +2	+2%	+$117	﹤0.01%	284
2024 Q3	$4.68K	Hold	81	–	–	﹤0.01%	310
2024 Q2	$4.06K	Buy	81 +1	+1%	+$54	﹤0.01%	301
2024 Q1	$4.62K	Hold	80	–	–	﹤0.01%	298
2023 Q4	$3.67K	Buy	80 +1	+1%	+$44	﹤0.01%	273
2023 Q3	$3.57K	Hold	79	–	–	﹤0.01%	274
2023 Q2	$3.73K	Buy	79 +1	+1%	+$48	﹤0.01%	284
2023 Q1	$3.89K	Hold	78	–	–	﹤0.01%	268
2022 Q4	$3K	Hold	78	–	–	﹤0.01%	266
2022 Q3	$3K	Buy	78 +1	+1%	+$48	﹤0.01%	262
2022 Q2	$4K	Hold	77	–	–	﹤0.01%	244
2022 Q1	$4K	Buy	77 +1	+1%	+$50	﹤0.01%	267
2021 Q4	$3K	Buy	+76	New	+$3.19K	﹤0.01%	300

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CarsonAllaria Wealth Management's KR Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Kroger (KR) in Q3 2025, closing a stake of 81 shares — an estimated $5.88K sold.

CarsonAllaria Wealth Management first reported a position in KR in Q4 2021 and held it in 15 quarters. The position peaked at $5.88K in Q2 2025. 1,351 funds tracked by Wall St. Rank hold KR as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 81 Kroger shares in Q3 2025, an estimated $5.88K.
CarsonAllaria Wealth Management first reported a position in Kroger in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Kroger position peaked at $5.88K in Q2 2025.
1,351 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.