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MorganRosel Wealth Management’s Kroger KR Stock Holding History

MorganRosel 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
Q3 		– Sell
-1,484
Closed -$106K – 241
2025
Q2 		$106K Hold
1,484
– – 0.03% 139
2025
Q1 		$100K Buy
+1,484
New +$94K 0.03% 129

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

MorganRosel Wealth Management's KR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Kroger (KR) in Q3 2025, closing a stake of 1,484 shares — an estimated $106K sold.

MorganRosel Wealth Management first reported a position in KR in Q1 2025 and held it in 2 quarters. The position peaked at $106K in Q2 2025. 1,351 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,484 Kroger shares in Q3 2025, an estimated $106K.
  • MorganRosel Wealth Management first reported a position in Kroger in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Kroger position peaked at $106K in Q2 2025.
  • 1,351 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.