JWCA
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J.W. Coons Advisors’s Kroger KR Stock Holding History

J.W. Coons 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
Q2 		$3M Buy
41,781
+656
+2% +$45.3K 0.68% 45
2025
Q1 		$2.78M Buy
41,125
+460
+1% +$29.2K 0.73% 39
2024
Q4 		$2.49M Buy
40,665
+366
+0.9% +$21.5K 0.64% 43
2024
Q3 		$2.31M Buy
40,299
+360
+0.9% +$19.3K 0.58% 46
2024
Q2 		$1.99M Buy
39,939
+100
+0.3% +$5.38K 0.48% 52
2024
Q1 		$2.28M Hold
39,839
– – 0.51% 46
2023
Q4 		$1.82M Sell
39,839
-1,000
-2% -$44.4K 0.49% 50
2023
Q3 		$1.83M Sell
40,839
-1,125
-3% -$52.9K 0.53% 48
2023
Q2 		$1.97M Buy
41,964
+40
+0.1% +$1.91K 0.54% 48
2023
Q1 		$2.07M Hold
41,924
– – 0.59% 46
2022
Q4 		$1.87M Buy
41,924
+885
+2% +$40.7K 0.56% 49
2022
Q3 		$1.79M Buy
41,039
+185
+0.5% +$8.79K 0.68% 42
2022
Q2 		$1.93M Sell
40,854
-7,959
-16% -$424K 0.68% 42
2022
Q1 		$2.8M Buy
48,813
+9,758
+25% +$484K 0.83% 35
2021
Q4 		$1.77M Buy
39,055
+190
+0.5% +$7.99K 0.53% 54
2021
Q3 		$1.57M Buy
38,865
+1,965
+5% +$82.5K 0.54% 53
2021
Q2 		$1.41M Hold
36,900
– – 0.5% 60
2021
Q1 		$1.33M Hold
36,900
– – 0.48% 63
2020
Q4 		$1.17M Sell
36,900
-1,515
-4% -$49.1K 0.45% 61
2020
Q3 		$1.31M Sell
38,415
-1,325
-3% -$45.8K 0.54% 53
2020
Q2 		$1.35M Buy
39,740
+2,440
+7% +$79.1K 0.6% 50
2020
Q1 		$1.12M Buy
+37,300
New +$1.09M 0.59% 51

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

J.W. Coons Advisors's KR Position: Q2 2025 in Review

J.W. Coons Advisors increased its Kroger (KR) stake by 1.6% in Q2 2025, buying an estimated $45.3K and bringing the position to 41,781 shares worth $3M. The position accounts for 0.68% of the portfolio, ranked #45.

J.W. Coons Advisors first reported a position in KR in Q1 2020 and has held it in 22 quarters since. 1,396 funds tracked by Wall St. Rank hold KR as of Q2 2025.

  • J.W. Coons Advisors held 41,781 shares of Kroger worth $3M as of Q2 2025.
  • J.W. Coons Advisors bought 656 Kroger shares in Q2 2025, an estimated $45.3K.
  • Kroger made up 0.68% of J.W. Coons Advisors's portfolio in Q2 2025, its #45 holding.
  • J.W. Coons Advisors first reported a position in Kroger in Q1 2020 and has held it in 22 quarters since.
  • 1,396 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.