MGB Wealth Management’s Kroger KR Stock Holding History

MGB 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
2025 Q4	–	Sell	-3,551	Closed	-$239K	–	322
2025 Q3	$239K	Sell	3,551 -2,417	-40%	-$168K	0.07%	200
2025 Q2	$428K	Buy	+5,968	New	+$412K	0.14%	136

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB Wealth Management's KR Position: Q4 2025 in Review

MGB Wealth Management sold out of Kroger (KR) in Q4 2025, closing a stake of 3,551 shares — an estimated $239K sold.

MGB Wealth Management first reported a position in KR in Q2 2025 and held it in 2 quarters. The position peaked at $428K in Q2 2025. 1,354 funds tracked by Wall St. Rank hold KR as of Q4 2025.

MGB Wealth Management reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
MGB Wealth Management sold 3,551 Kroger shares in Q4 2025, an estimated $239K.
MGB Wealth Management first reported a position in Kroger in Q2 2025 and held it in 2 quarters.
MGB Wealth Management's Kroger position peaked at $428K in Q2 2025.
1,354 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.