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Marcum Wealth’s Kroger KR Stock Holding History

Marcum Wealth’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
Q1 		$215K Buy
+3,177
New +$201K 0.02% 354

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marcum Wealth's KR Position: Q1 2025 in Review

Marcum Wealth opened a new position in Kroger (KR) in Q1 2025: 3,177 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

1,358 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Marcum Wealth held 3,177 shares of Kroger worth $215K as of Q1 2025.
  • Kroger was a new Marcum Wealth position in Q1 2025.
  • Kroger made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #354 holding.
  • 1,358 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.