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Wela Strategies’s Kroger KR Stock Holding History

Wela Strategies’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 		$290K Hold
4,300
– – 0.11% 48
2025
Q2 		$308K Hold
4,300
– – 0.12% 47
2025
Q1 		$291K Sell
4,300
-19,056
-82% -$1.21M 0.12% 46
2024
Q4 		$653K Buy
+23,356
New +$1.37M 0.28% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Wela Strategies's KR Position: Q3 2025 in Review

Wela Strategies held its Kroger (KR) position steady in Q3 2025 at 4,300 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #48.

Wela Strategies first reported a position in KR in Q4 2024 and has held it in 4 quarters since. The position peaked at $653K in Q4 2024. 1,349 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • Wela Strategies held 4,300 shares of Kroger worth $290K as of Q3 2025.
  • Wela Strategies left its Kroger share count unchanged in Q3 2025.
  • Kroger made up 0.11% of Wela Strategies's portfolio in Q3 2025, its #48 holding.
  • Wela Strategies first reported a position in Kroger in Q4 2024 and has held it in 4 quarters since.
  • Wela Strategies's Kroger position peaked at $653K in Q4 2024.
  • 1,349 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.