Heartwood Wealth Advisors’s Kroger KR Stock Holding History

Heartwood Wealth Advisors’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	-6	Closed	-$404	–	418
2025 Q3	$404	Buy	+6	New	+$418	﹤0.01%	611

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

Heartwood Wealth Advisors's KR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Kroger (KR) in Q4 2025, closing a stake of 6 shares — an estimated $404 sold.

Heartwood Wealth Advisors first reported a position in KR in Q3 2025 and held it in 1 quarter. The position peaked at $404 in Q3 2025. 1,358 funds tracked by Wall St. Rank hold KR as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 6 Kroger shares in Q4 2025, an estimated $404.
Heartwood Wealth Advisors first reported a position in Kroger in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Kroger position peaked at $404 in Q3 2025.
1,358 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.