USA Financial Formulas’s Kroger KR Stock Holding History

USA Financial Formulas’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	-8,171	Closed	-$551K	–	443
2025 Q3	$551K	Sell	8,171 -5,335	-40%	-$371K	0.1%	88
2025 Q2	$969K	Buy	13,506 +646	+5%	+$44.6K	0.17%	48
2025 Q1	$870K	Buy	+12,860	New	+$815K	0.14%	59
2020 Q3	–	Sell	-58,841	Closed	-$1.99M	–	348
2020 Q2	$1.99M	Buy	58,841 +11,410	+24%	+$370K	1.48%	24
2020 Q1	$1.43M	Buy	+47,431	New	+$1.39M	0.91%	43
2015 Q3	–	Sell	-53,462	Closed	-$1.94M	–	154
2015 Q2	$1.94M	Sell	53,462 -8,156	-13%	-$297K	0.6%	50
2015 Q1	$2.36M	Sell	61,618 -4,614	-7%	-$165K	0.77%	41
2014 Q4	$2.13M	Buy	+66,232	New	+$1.92M	0.73%	46

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's KR Position: Q4 2025 in Review

USA Financial Formulas sold out of Kroger (KR) in Q4 2025, closing a stake of 8,171 shares — an estimated $551K sold.

USA Financial Formulas first reported a position in KR in Q4 2014 and held it in 8 quarters. The position peaked at $2.36M in Q1 2015. 1,359 funds tracked by Wall St. Rank hold KR as of Q4 2025.

USA Financial Formulas reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
USA Financial Formulas sold 8,171 Kroger shares in Q4 2025, an estimated $551K.
USA Financial Formulas first reported a position in Kroger in Q4 2014 and held it in 8 quarters.
USA Financial Formulas's Kroger position peaked at $2.36M in Q1 2015.
1,359 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.