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Castleview Partners’s Kroger KR Stock Holding History

Castleview Partners’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
Q1 		– Sell
-290
Closed -$18K – 392
2024
Q4 		$18K Sell
290
-4
-1% -$235 0.01% 483
2024
Q3 		$16.8K Buy
294
+6
+2% +$322 0.01% 468
2024
Q2 		$14.4K Sell
288
-195
-40% -$10.5K 0.01% 472
2024
Q1 		$27.6K Sell
483
-2
-0.4% -$98 0.02% 424
2023
Q4 		$22.2K Buy
485
+449
+1,247% +$19.9K 0.02% 425
2023
Q3 		$1.61K Hold
36
– – ﹤0.01% 572
2023
Q2 		$1.69K Sell
36
-1
-3% -$48 ﹤0.01% 596
2023
Q1 		$1.83K Buy
+37
New +$1.69K ﹤0.01% 572
2021
Q2 		$13K Buy
+341
New +$12.8K 0.01% 632

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Castleview Partners's KR Position: Q1 2025 in Review

Castleview Partners sold out of Kroger (KR) in Q1 2025, closing a stake of 290 shares — an estimated $18K sold.

Castleview Partners first reported a position in KR in Q2 2021 and held it in 9 quarters. The position peaked at $27.6K in Q1 2024. 1,360 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Castleview Partners reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 290 Kroger shares in Q1 2025, an estimated $18K.
  • Castleview Partners first reported a position in Kroger in Q2 2021 and held it in 9 quarters.
  • Castleview Partners's Kroger position peaked at $27.6K in Q1 2024.
  • 1,360 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.