RF&L Wealth Management’s Kroger KR Stock Holding History

RF&L 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	-3,000	Closed	-$202K	–	63
2025 Q3	$202K	Buy	+3,000	New	+$209K	0.12%	60

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RF&L Wealth Management's KR Position: Q4 2025 in Review

RF&L Wealth Management sold out of Kroger (KR) in Q4 2025, closing a stake of 3,000 shares — an estimated $202K sold.

RF&L Wealth Management first reported a position in KR in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold KR as of Q4 2025.

RF&L Wealth Management reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
RF&L Wealth Management sold 3,000 Kroger shares in Q4 2025, an estimated $202K.
RF&L Wealth Management first reported a position in Kroger in Q3 2025 and held it in 1 quarter.
RF&L Wealth Management's Kroger position peaked at $202K in Q3 2025.
1,357 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on RF&L Wealth Management's 13F filing for Q4 2025, filed 9 Jan 2026.