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WealthPlan Investment Management’s Kroger KR Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-10,920
Closed -$783K – 350
2025
Q2 		$783K Sell
10,920
-785
-7% -$54.2K 0.06% 199
2025
Q1 		$792K Buy
+11,705
New +$742K 0.08% 144
2023
Q3 		– Sell
-1,377
Closed -$64.7K – 258
2023
Q2 		$64.7K Buy
1,377
+215
+19% +$10.3K 0.02% 183
2023
Q1 		$57.4K Buy
+1,162
New +$53.1K 0.01% 241

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's KR Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Kroger (KR) in Q3 2025, closing a stake of 10,920 shares — an estimated $783K sold.

WealthPlan Investment Management first reported a position in KR in Q1 2023 and held it in 4 quarters. The position peaked at $792K in Q1 2025. 1,351 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,920 Kroger shares in Q3 2025, an estimated $783K.
  • WealthPlan Investment Management first reported a position in Kroger in Q1 2023 and held it in 4 quarters.
  • WealthPlan Investment Management's Kroger position peaked at $792K in Q1 2025.
  • 1,351 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.