Tortoise Investment Management’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,116
| Closed | -$75.2K | – | 871 |
|
|
2025
Q3 | $75.2K | Buy |
1,116
+18
| +2% | +$1.25K | 0.01% | 346 |
|
|
2025
Q2 | $78.7K | Buy |
1,098
+7
| +0.6% | +$483 | 0.01% | 322 |
|
|
2025
Q1 | $73.8K | Hold |
1,091
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $66.7K | Hold |
1,091
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $62.5K | Sell |
1,091
-12
| -1% | -$644 | 0.01% | 375 |
|
|
2024
Q2 | $55K | Sell |
1,103
-5
| -0.5% | -$269 | 0.01% | 377 |
|
|
2024
Q1 | $63.3K | Hold |
1,108
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $50.6K | Hold |
1,108
| – | – | 0.01% | 352 |
|
|
2023
Q3 | $49.6K | Hold |
1,108
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $52.1K | Hold |
1,108
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $54.7K | Hold |
1,108
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $49.4K | Hold |
1,108
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $48K | Buy |
1,108
+1,033
| +1,377% | +$49.1K | 0.01% | 319 |
|
|
2022
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 618 |
|
|
2022
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 596 |
|
|
2021
Q4 | $3K | Sell |
75
-369
| -83% | -$15.5K | ﹤0.01% | 591 |
|
|
2021
Q3 | $18K | Hold |
444
| – | – | ﹤0.01% | 398 |
|
|
2021
Q2 | $17K | Buy |
444
+369
| +492% | +$13.9K | ﹤0.01% | 398 |
|
|
2021
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 535 |
|
|
2020
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 513 |
|
|
2020
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 469 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 446 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 487 |
|
|
2019
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 536 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 541 |
|
|
2019
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 568 |
|
|
2019
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 557 |
|
|
2018
Q4 | $2K | Sell |
75
-108
| -59% | -$3.13K | ﹤0.01% | 500 |
|
|
2018
Q3 | $5K | Hold |
183
| – | – | ﹤0.01% | 456 |
|
|
2018
Q2 | $5K | Hold |
183
| – | – | ﹤0.01% | 473 |
|
|
2018
Q1 | $4K | Hold |
183
| – | – | ﹤0.01% | 467 |
|
|
2017
Q4 | $5K | Buy |
+183
| New | +$4.26K | ﹤0.01% | 455 |
|
|
2016
Q1 | – | Sell |
-110
| Closed | -$5K | – | 420 |
|
|
2015
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 356 |
|
|
2015
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 346 |
|
|
2015
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 373 |
|
|
2015
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 353 |
|
|
2014
Q4 | $4K | Buy |
+110
| New | +$3.18K | ﹤0.01% | 374 |
|
|
2013
Q3 | – | Sell |
-550
| Closed | -$9K | – | 385 |
|
|
2013
Q2 | $9K | Buy |
+550
| New | +$9.37K | 0.01% | 238 |
|
Other funds holding KR
Tortoise Investment Management's KR Position: Q4 2025 in Review
Tortoise Investment Management sold out of Kroger (KR) in Q4 2025, closing a stake of 1,116 shares — an estimated $75.2K sold.
Tortoise Investment Management first reported a position in KR in Q2 2013 and held it in 38 quarters. The position peaked at $78.7K in Q2 2025. 1,356 funds tracked by Wall St. Rank hold KR as of Q4 2025.
- Tortoise Investment Management reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 1,116 Kroger shares in Q4 2025, an estimated $75.2K.
- Tortoise Investment Management first reported a position in Kroger in Q2 2013 and held it in 38 quarters.
- Tortoise Investment Management's Kroger position peaked at $78.7K in Q2 2025.
- 1,356 funds tracked by Wall St. Rank held Kroger as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.