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Westover Capital Advisors’s Kroger KR Stock Holding History

Westover Capital 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
-3,721
Closed -$251K – 236
2025
Q3 		$251K Sell
3,721
-1,604
-30% -$112K 0.05% 201
2025
Q2 		$382K Buy
5,325
+733
+16% +$50.6K 0.08% 169
2025
Q1 		$311K Buy
+4,592
New +$291K 0.07% 189
2017
Q4 		– Sell
-23,092
Closed -$463K – 120
2017
Q3 		$463K Buy
+23,092
New +$520K 0.27% 82
2017
Q2 		– Sell
-7,828
Closed -$231K – 115
2017
Q1 		$231K Buy
7,828
+310
+4% +$9.9K 0.15% 95
2016
Q4 		$259K Hold
7,518
– – 0.19% 87
2016
Q3 		$223K Sell
7,518
-36,601
-83% -$1.22M 0.17% 85
2016
Q2 		$1.62M Sell
44,119
-27,998
-39% -$1.01M 1.33% 29
2016
Q1 		$2.76M Sell
72,117
-38,281
-35% -$1.48M 2.33% 13
2015
Q4 		$4.62M Sell
110,398
-3,695
-3% -$143K 3.85% 2
2015
Q3 		$4.12M Buy
114,093
+14,383
+14% +$533K 3.54% 4
2015
Q2 		$3.62M Buy
99,710
+4,482
+5% +$163K 2.87% 7
2015
Q1 		$3.65M Buy
95,228
+3,572
+4% +$128K 2.95% 8
2014
Q4 		$2.94M Sell
91,656
-9,262
-9% -$268K 2.52% 10
2014
Q3 		$2.62M Buy
100,918
+15,020
+17% +$380K 2.14% 15
2014
Q2 		$2.12M Buy
85,898
+12,682
+17% +$295K 1.79% 20
2014
Q1 		$1.6M Sell
73,216
-120
-0.2% -$2.39K 1.49% 29
2013
Q4 		$1.45M Sell
73,336
-4,194
-5% -$86.7K 1.38% 31
2013
Q3 		$1.56M Sell
77,530
-5,198
-6% -$99.9K 1.62% 31
2013
Q2 		$1.43M Buy
+82,728
New +$1.41M 1.4% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westover Capital Advisors's KR Position: Q4 2025 in Review

Westover Capital Advisors sold out of Kroger (KR) in Q4 2025, closing a stake of 3,721 shares — an estimated $251K sold.

Westover Capital Advisors first reported a position in KR in Q2 2013 and held it in 20 quarters. The position peaked at $4.62M in Q4 2015. 1,355 funds tracked by Wall St. Rank hold KR as of Q4 2025.

  • Westover Capital Advisors reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 3,721 Kroger shares in Q4 2025, an estimated $251K.
  • Westover Capital Advisors first reported a position in Kroger in Q2 2013 and held it in 20 quarters.
  • Westover Capital Advisors's Kroger position peaked at $4.62M in Q4 2015.
  • 1,355 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on Westover Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.