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SageView Advisory Group’s Kroger KR Stock Holding History

SageView Advisory Group’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 		$1.08M Sell
17,301
-104
-0.6% -$6.8K 0.04% 246
2025
Q3 		$1.17M Buy
17,405
+1,311
+8% +$91.3K 0.04% 247
2025
Q2 		$1.12M Buy
16,094
+232
+1% +$16K 0.04% 230
2025
Q1 		$1.07M Buy
15,862
+121
+0.8% +$7.67K 0.05% 214
2024
Q4 		$963K Buy
+15,741
New +$923K 0.04% 228

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's KR Position: Q4 2025 in Review

SageView Advisory Group reduced its Kroger (KR) stake by 0.6% in Q4 2025, selling an estimated $6.8K and leaving 17,301 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #246.

SageView Advisory Group first reported a position in KR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 1,355 funds tracked by Wall St. Rank hold KR as of Q4 2025.

  • SageView Advisory Group held 17,301 shares of Kroger worth $1.08M as of Q4 2025.
  • SageView Advisory Group sold 104 Kroger shares in Q4 2025, an estimated $6.8K.
  • Kroger made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #246 holding.
  • SageView Advisory Group first reported a position in Kroger in Q4 2024 and has held it in 5 quarters since.
  • SageView Advisory Group's Kroger position peaked at $1.17M in Q3 2025.
  • 1,355 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.