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Westbourne Investments’s Kroger KR Stock Holding History

Westbourne Investments’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
-4,900
Closed -$312K – 149
2025
Q3 		$312K Sell
4,900
-1,580
-24% -$110K 0.15% 99
2025
Q2 		$465K Sell
6,480
-970
-13% -$67K 0.25% 79
2025
Q1 		$504K Buy
+7,450
New +$472K 0.3% 71

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westbourne Investments's KR Position: Q4 2025 in Review

Westbourne Investments sold out of Kroger (KR) in Q4 2025, closing a stake of 4,900 shares — an estimated $312K sold.

Westbourne Investments first reported a position in KR in Q1 2025 and held it in 3 quarters. The position peaked at $504K in Q1 2025. 1,358 funds tracked by Wall St. Rank hold KR as of Q4 2025.

  • Westbourne Investments reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
  • Westbourne Investments sold 4,900 Kroger shares in Q4 2025, an estimated $312K.
  • Westbourne Investments first reported a position in Kroger in Q1 2025 and held it in 3 quarters.
  • Westbourne Investments's Kroger position peaked at $504K in Q1 2025.
  • 1,358 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on Westbourne Investments's 13F filing for Q4 2025, filed 22 Jan 2026.