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Sageworth Trust’s Kroger KR Stock Holding History

Sageworth Trust’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
-4,896
Closed -$330K – 213
2025
Q3 		$330K Buy
+4,896
New +$341K 0.02% 206
2023
Q1 		– Sell
-497
Closed -$22K – 541
2022
Q4 		$22K Hold
497
– – ﹤0.01% 169
2022
Q3 		$22K Hold
497
– – ﹤0.01% 159
2022
Q2 		$24K Hold
497
– – ﹤0.01% 188
2022
Q1 		$29K Hold
497
– – ﹤0.01% 120
2021
Q4 		$22K Hold
497
– – ﹤0.01% 172
2021
Q3 		$20K Sell
497
-5,881
-92% -$247K ﹤0.01% 363
2021
Q2 		$244K Buy
+6,378
New +$240K 0.02% 101
2019
Q3 		– Sell
-1,500
Closed -$33K – 174
2019
Q2 		$33K Buy
+1,500
New +$36.5K ﹤0.01% 107

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

Sageworth Trust's KR Position: Q4 2025 in Review

Sageworth Trust sold out of Kroger (KR) in Q4 2025, closing a stake of 4,896 shares — an estimated $330K sold.

Sageworth Trust first reported a position in KR in Q2 2019 and held it in 9 quarters. The position peaked at $330K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold KR as of Q4 2025.

  • Sageworth Trust reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
  • Sageworth Trust sold 4,896 Kroger shares in Q4 2025, an estimated $330K.
  • Sageworth Trust first reported a position in Kroger in Q2 2019 and held it in 9 quarters.
  • Sageworth Trust's Kroger position peaked at $330K in Q3 2025.
  • 1,355 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.