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Safeguard Financial’s Kroger KR Stock Holding History

Safeguard Financial’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 		$223K Buy
+3,291
New +$209K 0.05% 98
2023
Q3 		– Sell
-3,128
Closed -$147K – 331
2023
Q2 		$147K Buy
+3,128
New +$149K 0.07% 82

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

Safeguard Financial's KR Position: Q1 2025 in Review

Safeguard Financial opened a new position in Kroger (KR) in Q1 2025: 3,291 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #98 among its holdings. This is a return to the name: Safeguard Financial previously reported a position in KR as recently as Q2 2023.

Safeguard Financial first reported a position in KR in Q2 2023 and has held it in 2 quarters since. 1,357 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Safeguard Financial held 3,291 shares of Kroger worth $223K as of Q1 2025.
  • Kroger was a new Safeguard Financial position in Q1 2025.
  • Kroger made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #98 holding.
  • Safeguard Financial first reported a position in Kroger in Q2 2023 and has held it in 2 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.