SummitTX Capital’s Kroger KR Stock Holding History

SummitTX Capital’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	-34,170	Closed	-$2.3M	–	847
2025 Q3	$2.3M	Buy	34,170 +27,148	+387%	+$1.89M	0.1%	227
2025 Q2	$504K	Buy	+7,022	New	+$485K	0.02%	509

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SummitTX Capital's KR Position: Q4 2025 in Review

SummitTX Capital sold out of Kroger (KR) in Q4 2025, closing a stake of 34,170 shares — an estimated $2.3M sold.

SummitTX Capital first reported a position in KR in Q2 2025 and held it in 2 quarters. The position peaked at $2.3M in Q3 2025. 1,355 funds tracked by Wall St. Rank hold KR as of Q4 2025.

SummitTX Capital reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 34,170 Kroger shares in Q4 2025, an estimated $2.3M.
SummitTX Capital first reported a position in Kroger in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Kroger position peaked at $2.3M in Q3 2025.
1,355 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.