Western Pacific Wealth Management’s Kroger KR Stock Holding History

Western Pacific Wealth 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
2024 Q4	–	Sell	-1,506	Closed	-$86.3K	–	242
2024 Q3	$86.3K	Hold	1,506	–	–	0.06%	135
2024 Q2	$75.2K	Hold	1,506	–	–	0.06%	122
2024 Q1	$86K	Buy	1,506 +457	+44%	+$22.5K	0.06%	110
2023 Q4	$48K	Hold	1,049	–	–	0.04%	146
2023 Q3	$46.9K	Hold	1,049	–	–	0.04%	143
2023 Q2	$49.3K	Buy	+1,049	New	+$50K	0.04%	142

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Pacific Wealth Management's KR Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Kroger (KR) in Q4 2024, closing a stake of 1,506 shares — an estimated $86.3K sold.

Western Pacific Wealth Management first reported a position in KR in Q2 2023 and held it in 6 quarters. The position peaked at $86.3K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

Western Pacific Wealth Management reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,506 Kroger shares in Q4 2024, an estimated $86.3K.
Western Pacific Wealth Management first reported a position in Kroger in Q2 2023 and held it in 6 quarters.
Western Pacific Wealth Management's Kroger position peaked at $86.3K in Q3 2024.
1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.