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Transform Wealth’s Kroger KR Stock Holding History

Transform Wealth’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 		$2.73M Buy
40,366
+12,486
+45% +$791K 0.17% 99
2024
Q4 		$1.7M Sell
27,880
-1,266
-4% -$74.3K 0.09% 123
2024
Q3 		$1.67M Sell
29,146
-908
-3% -$48.7K 0.11% 107
2024
Q2 		$1.5M Sell
30,054
-1,971
-6% -$106K 0.11% 108
2024
Q1 		$1.83M Sell
32,025
-149,480
-82% -$7.36M 0.17% 103
2023
Q4 		$8.3M Sell
181,505
-399
-0.2% -$17.7K 0.81% 36
2023
Q3 		$8.14M Buy
181,904
+4,625
+3% +$218K 0.86% 33
2023
Q2 		$8.33M Buy
177,279
+3,633
+2% +$173K 0.75% 39
2023
Q1 		$8.57M Buy
173,646
+2,272
+1% +$104K 0.81% 40
2022
Q4 		$7.64M Buy
+171,374
New +$7.87M 0.86% 39
2019
Q3 		– Sell
-79,389
Closed -$1.72M – 229
2019
Q2 		$1.72M Buy
79,389
+1,164
+1% +$28.3K 0.25% 102
2019
Q1 		$1.92M Sell
78,225
-2,142
-3% -$58.7K 0.36% 93
2018
Q4 		$2.21M Buy
+80,367
New +$2.33M 0.45% 75

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

Transform Wealth's KR Position: Q1 2025 in Review

Transform Wealth increased its Kroger (KR) stake by 45% in Q1 2025, buying an estimated $791K and bringing the position to 40,366 shares worth $2.73M. The position accounts for 0.17% of the portfolio, ranked #99.

Transform Wealth first reported a position in KR in Q4 2018 and has held it in 13 quarters since. The position peaked at $8.57M in Q1 2023. 1,358 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Transform Wealth held 40,366 shares of Kroger worth $2.73M as of Q1 2025.
  • Transform Wealth bought 12,486 Kroger shares in Q1 2025, an estimated $791K.
  • Kroger made up 0.17% of Transform Wealth's portfolio in Q1 2025, its #99 holding.
  • Transform Wealth first reported a position in Kroger in Q4 2018 and has held it in 13 quarters since.
  • Transform Wealth's Kroger position peaked at $8.57M in Q1 2023.
  • 1,358 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.