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Wellington Shields & Co’s Kroger KR Stock Holding History

Wellington Shields & Co’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
-4,022
Closed -$246K – 315
2024
Q4 		$246K Sell
4,022
-200
-5% -$11.7K 0.08% 187
2024
Q3 		$242K Hold
4,222
– – 0.07% 198
2024
Q2 		$211K Sell
4,222
-100
-2% -$5.38K 0.07% 203
2024
Q1 		$247K Buy
+4,322
New +$213K 0.08% 188
2023
Q4 		– Sell
-4,497
Closed -$201K – 301
2023
Q3 		$201K Hold
4,497
– – 0.05% 197
2023
Q2 		$211K Buy
+4,497
New +$215K 0.05% 204

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

Wellington Shields & Co's KR Position: Q1 2025 in Review

Wellington Shields & Co sold out of Kroger (KR) in Q1 2025, closing a stake of 4,022 shares — an estimated $246K sold.

Wellington Shields & Co first reported a position in KR in Q2 2023 and held it in 6 quarters. The position peaked at $247K in Q1 2024. 1,357 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Wellington Shields & Co reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 4,022 Kroger shares in Q1 2025, an estimated $246K.
  • Wellington Shields & Co first reported a position in Kroger in Q2 2023 and held it in 6 quarters.
  • Wellington Shields & Co's Kroger position peaked at $247K in Q1 2024.
  • 1,357 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Wellington Shields & Co's 13F filing for Q1 2025, filed 8 May 2025.