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Wambolt & Associates’s Kroger KR Stock Holding History

Wambolt & Associates’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
Q2 		$3.42M Sell
47,975
-5,424
-10% -$375K 1.15% 26
2025
Q1 		$3.64M Sell
53,399
-1,415
-3% -$89.7K 1.24% 23
2024
Q4 		$3.35M Sell
54,814
-8,556
-14% -$502K 1.07% 28
2024
Q3 		$3.59M Buy
63,370
+2,245
+4% +$120K 0.98% 31
2024
Q2 		$3.09M Buy
61,125
+2,848
+5% +$153K 0.9% 33
2024
Q1 		$3.32M Buy
58,277
+4,154
+8% +$205K 0.99% 29
2023
Q4 		$2.47M Buy
54,123
+3,061
+6% +$136K 0.81% 32
2023
Q3 		$2.25M Buy
51,062
+3,744
+8% +$176K 0.82% 29
2023
Q2 		$2.22M Buy
47,318
+440
+0.9% +$21K 0.79% 30
2023
Q1 		$2.34M Buy
46,878
+2,981
+7% +$136K 0.83% 28
2022
Q4 		$1.96M Buy
43,897
+2,404
+6% +$110K 0.75% 35
2022
Q3 		$1.81M Buy
+41,493
New +$1.97M 0.77% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wambolt & Associates's KR Position: Q2 2025 in Review

Wambolt & Associates reduced its Kroger (KR) stake by 10% in Q2 2025, selling an estimated $375K and leaving 47,975 shares worth $3.42M. The position accounts for 1.15% of the portfolio, ranked #26.

Wambolt & Associates first reported a position in KR in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.64M in Q1 2025. 1,394 funds tracked by Wall St. Rank hold KR as of Q2 2025.

  • Wambolt & Associates held 47,975 shares of Kroger worth $3.42M as of Q2 2025.
  • Wambolt & Associates sold 5,424 Kroger shares in Q2 2025, an estimated $375K.
  • Kroger made up 1.15% of Wambolt & Associates's portfolio in Q2 2025, its #26 holding.
  • Wambolt & Associates first reported a position in Kroger in Q3 2022 and has held it in 12 quarters since.
  • Wambolt & Associates's Kroger position peaked at $3.64M in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.