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Centricity Wealth Management’s Kroger KR Stock Holding History

Centricity 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
Q2 		$37.7K Hold
525
– – 0.03% 200
2025
Q1 		$35.5K Hold
525
– – 0.03% 198
2024
Q4 		$32.1K Buy
+525
New +$30.8K 0.03% 211

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centricity Wealth Management's KR Position: Q2 2025 in Review

Centricity Wealth Management held its Kroger (KR) position steady in Q2 2025 at 525 shares worth $37.7K. The position accounts for 0.03% of the portfolio, ranked #200.

Centricity Wealth Management first reported a position in KR in Q4 2024 and has held it in 3 quarters since. 1,396 funds tracked by Wall St. Rank hold KR as of Q2 2025.

  • Centricity Wealth Management held 525 shares of Kroger worth $37.7K as of Q2 2025.
  • Centricity Wealth Management left its Kroger share count unchanged in Q2 2025.
  • Kroger made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #200 holding.
  • Centricity Wealth Management first reported a position in Kroger in Q4 2024 and has held it in 3 quarters since.
  • 1,396 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.