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Heritage Wealth Advisors’s Kroger KR Stock Holding History

Heritage 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
Q3 		– Sell
-39
Closed -$2.8K – 589
2025
Q2 		$2.8K Sell
39
-1,442
-97% -$99.6K ﹤0.01% 497
2025
Q1 		$100K Sell
1,481
-57
-4% -$3.61K 0.01% 245
2024
Q4 		$94K Buy
1,538
+16
+1% +$939 ﹤0.01% 253
2024
Q3 		$87.2K Buy
+1,522
New +$81.7K ﹤0.01% 276
2021
Q2 		– Sell
-3,504
Closed -$126K – 574
2021
Q1 		$126K Sell
3,504
-682
-16% -$23.3K 0.01% 240
2020
Q4 		$133K Buy
+4,186
New +$136K 0.01% 227
2019
Q2 		– Sell
-406
Closed -$9.99K – 467
2019
Q1 		$9.99K Hold
406
– – ﹤0.01% 360
2018
Q4 		$11K Hold
406
– – ﹤0.01% 305
2018
Q3 		$11K Buy
+406
New +$12.1K ﹤0.01% 298

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Heritage Wealth Advisors's KR Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Kroger (KR) in Q3 2025, closing a stake of 39 shares — an estimated $2.8K sold.

Heritage Wealth Advisors first reported a position in KR in Q3 2018 and held it in 9 quarters. The position peaked at $133K in Q4 2020. 1,351 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • Heritage Wealth Advisors reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 39 Kroger shares in Q3 2025, an estimated $2.8K.
  • Heritage Wealth Advisors first reported a position in Kroger in Q3 2018 and held it in 9 quarters.
  • Heritage Wealth Advisors's Kroger position peaked at $133K in Q4 2020.
  • 1,351 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.