WMA
KR icon

Wealth Management Associates’s Kroger KR Stock Holding History

Wealth Management 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
2026
Q1 		$545K Buy
7,533
+1
+0% +$68 0.19% 110
2025
Q4 		$471K Buy
7,532
+1
+0% +$65 0.16% 119
2025
Q3 		$508K Buy
7,531
+1
+0% +$70 0.18% 103
2025
Q2 		$540K Buy
7,530
+1
+0% +$69 0.21% 90
2025
Q1 		$510K Buy
7,529
+1
+0% +$63 0.22% 89
2024
Q4 		$460K Buy
7,528
+1
+0% +$59 0.2% 99
2024
Q3 		$431K Buy
7,527
+2
+0% +$107 0.19% 115
2024
Q2 		$376K Hold
7,525
– – 0.18% 115
2024
Q1 		$376K Buy
+7,525
New +$371K 0.18% 115
2022
Q1 		– Sell
-13,758
Closed -$623K – 197
2021
Q4 		$623K Buy
13,758
+200
+1% +$8.41K 0.34% 75
2021
Q3 		$548K Hold
13,558
– – 0.32% 78
2021
Q2 		$519K Buy
13,558
+500
+4% +$18.8K 0.29% 86
2021
Q1 		$470K Buy
13,058
+1,535
+13% +$52.4K 0.3% 84
2020
Q4 		$366K Sell
11,523
-887
-7% -$28.8K 0.24% 105
2020
Q3 		$421K Buy
12,410
+3
+0% +$104 0.33% 74
2020
Q2 		$420K Buy
12,407
+1,100
+10% +$35.7K 0.35% 67
2020
Q1 		$341K Hold
11,307
– – 0.34% 74
2019
Q4 		$328K Hold
11,307
– – 0.23% 97
2019
Q3 		$291K Buy
+11,307
New +$263K 0.23% 104

Other funds holding KR

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wealth Management Associates's KR Position: Q1 2026 in Review

Wealth Management Associates increased its Kroger (KR) stake by 0.01% in Q1 2026, buying an estimated $68 and bringing the position to 7,533 shares worth $545K. The position accounts for 0.19% of the portfolio, ranked #110.

Wealth Management Associates first reported a position in KR in Q3 2019 and has held it in 19 quarters since. The position peaked at $623K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Wealth Management Associates held 7,533 shares of Kroger worth $545K as of Q1 2026.
  • Wealth Management Associates bought 1 Kroger share in Q1 2026, an estimated $68.
  • Kroger made up 0.19% of Wealth Management Associates's portfolio in Q1 2026, its #110 holding.
  • Wealth Management Associates first reported a position in Kroger in Q3 2019 and has held it in 19 quarters since.
  • Wealth Management Associates's Kroger position peaked at $623K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.