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ORG Wealth Partners’s Kroger KR Stock Holding History

ORG Wealth Partners’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
-2,017
Closed -$136K – 631
2025
Q3 		$136K Buy
2,017
+737
+58% +$51.3K 0.03% 248
2025
Q2 		$91.3K Sell
1,280
-78
-6% -$5.39K 0.02% 258
2025
Q1 		$92.5K Buy
+1,358
New +$86.1K 0.03% 270

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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 $3.38T AUM 44.17% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ORG Wealth Partners's KR Position: Q4 2025 in Review

ORG Wealth Partners sold out of Kroger (KR) in Q4 2025, closing a stake of 2,017 shares — an estimated $136K sold.

ORG Wealth Partners first reported a position in KR in Q1 2025 and held it in 3 quarters. The position peaked at $136K in Q3 2025. 1,358 funds tracked by Wall St. Rank hold KR as of Q4 2025.

  • ORG Wealth Partners reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 2,017 Kroger shares in Q4 2025, an estimated $136K.
  • ORG Wealth Partners first reported a position in Kroger in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's Kroger position peaked at $136K in Q3 2025.
  • 1,358 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.