West Financial Advisors’s Kroger KR Stock Holding History

West Financial Advisors’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 Q4	–	Sell	-519	Closed	-$35K	–	239
2025 Q3	$35K	Sell	519 -137	-21%	-$9.54K	0.01%	116
2025 Q2	$47.1K	Hold	656	–	–	0.01%	104
2025 Q1	$44.4K	Hold	656	–	–	0.01%	104
2024 Q4	$40.1K	Hold	656	–	–	0.01%	105
2024 Q3	$37.6K	Sell	656 -456	-41%	-$24.5K	0.01%	99
2024 Q2	$55.5K	Hold	1,112	–	–	0.01%	79
2024 Q1	$63.5K	Hold	1,112	–	–	0.01%	75
2023 Q4	$50.8K	Hold	1,112	–	–	0.01%	81
2023 Q3	$49.8K	Hold	1,112	–	–	0.01%	79
2023 Q2	$52.3K	Hold	1,112	–	–	0.01%	77
2023 Q1	$54.9K	Hold	1,112	–	–	0.01%	75
2022 Q4	$49.6K	Hold	1,112	–	–	0.01%	75
2022 Q3	$49K	Hold	1,112	–	–	0.01%	100
2022 Q2	$53K	Hold	1,112	–	–	0.02%	95
2022 Q1	$64K	Hold	1,112	–	–	0.02%	95
2021 Q4	$50K	Hold	1,112	–	–	0.01%	109
2021 Q3	$45K	Sell	1,112 -960	-46%	-$40.3K	0.01%	100
2021 Q2	$79K	Sell	2,072 -788	-28%	-$29.7K	0.02%	80
2021 Q1	$103K	Sell	2,860 -517	-15%	-$17.7K	0.03%	73
2020 Q4	$107K	Buy	+3,377	New	+$109K	0.04%	66

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Financial Advisors's KR Position: Q4 2025 in Review

West Financial Advisors sold out of Kroger (KR) in Q4 2025, closing a stake of 519 shares — an estimated $35K sold.

West Financial Advisors first reported a position in KR in Q4 2020 and held it in 20 quarters. The position peaked at $107K in Q4 2020. 1,359 funds tracked by Wall St. Rank hold KR as of Q4 2025.

West Financial Advisors reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
West Financial Advisors sold 519 Kroger shares in Q4 2025, an estimated $35K.
West Financial Advisors first reported a position in Kroger in Q4 2020 and held it in 20 quarters.
West Financial Advisors's Kroger position peaked at $107K in Q4 2020.
1,359 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on West Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.