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Madison Wealth Management’s Kroger KR Stock Holding History

Madison 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
2023
Q3 		$289K Buy
6,467
+107
+2% +$5.03K 0.06% 133
2023
Q2 		$299K Hold
6,360
– – 0.06% 137
2023
Q1 		$314K Buy
6,360
+4
+0.1% +$183 0.07% 131
2022
Q4 		$283K Sell
6,356
-8,877
-58% -$408K 0.06% 136
2022
Q3 		$666K Buy
+15,233
New +$724K 0.16% 101

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Madison Wealth Management's KR Position: Q3 2023 in Review

Madison Wealth Management increased its Kroger (KR) stake by 1.7% in Q3 2023, buying an estimated $5.03K and bringing the position to 6,467 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #133.

Madison Wealth Management first reported a position in KR in Q3 2022 and has held it in 5 quarters since. The position peaked at $666K in Q3 2022. 1,074 funds tracked by Wall St. Rank hold KR as of Q3 2023.

  • Madison Wealth Management held 6,467 shares of Kroger worth $289K as of Q3 2023.
  • Madison Wealth Management bought 107 Kroger shares in Q3 2023, an estimated $5.03K.
  • Kroger made up 0.06% of Madison Wealth Management's portfolio in Q3 2023, its #133 holding.
  • Madison Wealth Management first reported a position in Kroger in Q3 2022 and has held it in 5 quarters since.
  • Madison Wealth Management's Kroger position peaked at $666K in Q3 2022.
  • 1,074 funds tracked by Wall St. Rank held Kroger as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.