WPW
KR icon

Waldron Private Wealth’s Kroger KR Stock Holding History

Waldron Private 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 		– Sell
-3,589
Closed -$219K – 363
2024
Q4 		$219K Buy
3,589
+34
+1% +$2K 0.01% 389
2024
Q3 		$204K Buy
+3,555
New +$191K 0.01% 398
2024
Q2 		– Sell
-3,595
Closed -$205K – 433
2024
Q1 		$205K Buy
+3,595
New +$177K 0.01% 396
2023
Q2 		– Sell
-4,071
Closed -$201K – 408
2023
Q1 		$201K Buy
+4,071
New +$186K 0.01% 396
2016
Q1 		– Sell
-6,502
Closed -$271K – 168
2015
Q4 		$271K Buy
+6,502
New +$252K 0.1% 119

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

Waldron Private Wealth's KR Position: Q1 2025 in Review

Waldron Private Wealth sold out of Kroger (KR) in Q1 2025, closing a stake of 3,589 shares — an estimated $219K sold.

Waldron Private Wealth first reported a position in KR in Q4 2015 and held it in 5 quarters. The position peaked at $271K in Q4 2015. 1,357 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Waldron Private Wealth reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 3,589 Kroger shares in Q1 2025, an estimated $219K.
  • Waldron Private Wealth first reported a position in Kroger in Q4 2015 and held it in 5 quarters.
  • Waldron Private Wealth's Kroger position peaked at $271K in Q4 2015.
  • 1,357 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.