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Ethos Financial Group’s Kroger KR Stock Holding History

Ethos Financial Group’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
-1,425
Closed -$87.1K – 476
2024
Q4 		$87.1K Buy
+1,425
New +$83.6K 0.01% 333
2024
Q3 		– Sell
-14,594
Closed -$729K – 314
2024
Q2 		$729K Buy
14,594
+4,634
+47% +$250K 0.13% 99
2024
Q1 		$569K Buy
9,960
+2,198
+28% +$108K 0.11% 135
2023
Q4 		$355K Sell
7,762
-244
-3% -$10.8K 0.08% 170
2023
Q3 		$358K Sell
8,006
-121
-1% -$5.69K 0.09% 117
2023
Q2 		$401K Hold
8,127
– – 0.14% 83
2023
Q1 		$401K Buy
8,127
+237
+3% +$10.8K 0.12% 99
2022
Q4 		$352K Buy
+7,890
New +$362K 0.12% 94

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ethos Financial Group's KR Position: Q1 2025 in Review

Ethos Financial Group sold out of Kroger (KR) in Q1 2025, closing a stake of 1,425 shares — an estimated $87.1K sold.

Ethos Financial Group first reported a position in KR in Q4 2022 and held it in 8 quarters. The position peaked at $729K in Q2 2024. 1,357 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Ethos Financial Group reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
  • Ethos Financial Group sold 1,425 Kroger shares in Q1 2025, an estimated $87.1K.
  • Ethos Financial Group first reported a position in Kroger in Q4 2022 and held it in 8 quarters.
  • Ethos Financial Group's Kroger position peaked at $729K in Q2 2024.
  • 1,357 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.