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U.S. Capital Wealth Advisors’s Kroger KR Stock Holding History

U.S. Capital Wealth Advisors’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
2024
Q4 		– Sell
-40,952
Closed -$2.35M – 824
2024
Q3 		$2.35M Sell
40,952
-566
-1% -$30.4K 0.08% 222
2024
Q2 		$2.07M Sell
41,518
-268
-0.6% -$14.4K 0.08% 236
2024
Q1 		$2.39M Sell
41,786
-313
-0.7% -$15.4K 0.09% 206
2023
Q4 		$1.92M Buy
+42,099
New +$1.87M 0.08% 237

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's KR Position: Q4 2024 in Review

U.S. Capital Wealth Advisors sold out of Kroger (KR) in Q4 2024, closing a stake of 40,952 shares — an estimated $2.35M sold.

U.S. Capital Wealth Advisors first reported a position in KR in Q4 2023 and held it in 4 quarters. The position peaked at $2.39M in Q1 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • U.S. Capital Wealth Advisors reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 40,952 Kroger shares in Q4 2024, an estimated $2.35M.
  • U.S. Capital Wealth Advisors first reported a position in Kroger in Q4 2023 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Kroger position peaked at $2.39M in Q1 2024.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.