Consolidated Planning Corp’s Kroger KR Stock Holding History

Consolidated Planning Corp’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 Q4	–	Sell	-82,850	Closed	-$5.58M	–	215
2025 Q3	$5.58M	Buy	+82,850	New	+$5.77M	0.59%	52

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Planning Corp's KR Position: Q4 2025 in Review

Consolidated Planning Corp sold out of Kroger (KR) in Q4 2025, closing a stake of 82,850 shares — an estimated $5.58M sold.

Consolidated Planning Corp first reported a position in KR in Q3 2025 and held it in 1 quarter. The position peaked at $5.58M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold KR as of Q4 2025.

Consolidated Planning Corp reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
Consolidated Planning Corp sold 82,850 Kroger shares in Q4 2025, an estimated $5.58M.
Consolidated Planning Corp first reported a position in Kroger in Q3 2025 and held it in 1 quarter.
Consolidated Planning Corp's Kroger position peaked at $5.58M in Q3 2025.
1,354 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on Consolidated Planning Corp's 13F filing for Q4 2025, filed 28 Jan 2026.