Iams Wealth Management’s Kroger KR Stock Holding History

Iams 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
2026 Q1	–	Sell	-4,875	Closed	-$305K	–	194
2025 Q4	$305K	Buy	4,875 +1,858	+62%	+$122K	0.11%	164
2025 Q3	$203K	Buy	+3,017	New	+$210K	0.08%	179

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Iams Wealth Management's KR Position: Q1 2026 in Review

Iams Wealth Management sold out of Kroger (KR) in Q1 2026, closing a stake of 4,875 shares — an estimated $305K sold.

Iams Wealth Management first reported a position in KR in Q3 2025 and held it in 2 quarters. The position peaked at $305K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold KR as of Q1 2026.

Iams Wealth Management reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
Iams Wealth Management sold 4,875 Kroger shares in Q1 2026, an estimated $305K.
Iams Wealth Management first reported a position in Kroger in Q3 2025 and held it in 2 quarters.
Iams Wealth Management's Kroger position peaked at $305K in Q4 2025.
1,383 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Iams Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.