WJ Wealth Management’s Kroger KR Stock Holding History

WJ 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
2025 Q4	–	Sell	-4,010	Closed	-$255K	–	72
2025 Q3	$255K	Sell	4,010 -4,010	-50%	-$279K	0.11%	64
2025 Q2	$575K	Hold	8,020	–	–	0.18%	65
2025 Q1	$543K	Hold	8,020	–	–	0.19%	60
2024 Q4	$490K	Hold	8,020	–	–	0.17%	57
2024 Q3	$460K	Hold	8,020	–	–	0.16%	57
2024 Q2	$400K	Hold	8,020	–	–	0.15%	62
2024 Q1	$458K	Hold	8,020	–	–	0.18%	59
2023 Q4	$367K	Hold	8,020	–	–	0.16%	61
2023 Q3	$359K	Hold	8,020	–	–	0.17%	50
2023 Q2	$377K	Buy	+8,020	New	+$383K	0.18%	47
2023 Q1	–	Sell	-8,020	Closed	-$358K	–	60
2022 Q4	$358K	Hold	8,020	–	–	0.21%	41
2022 Q3	$350K	Hold	8,020	–	–	0.22%	42
2022 Q2	$379K	Buy	8,020 +4,020	+101%	+$214K	0.27%	37
2022 Q1	$229K	Buy	+4,000	New	+$199K	0.15%	45
2020 Q3	–	Sell	-8,000	Closed	-$270K	–	42
2020 Q2	$270K	Buy	+8,000	New	+$259K	0.19%	41

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

WJ Wealth Management's KR Position: Q4 2025 in Review

WJ Wealth Management sold out of Kroger (KR) in Q4 2025, closing a stake of 4,010 shares — an estimated $255K sold.

WJ Wealth Management first reported a position in KR in Q2 2020 and held it in 15 quarters. The position peaked at $575K in Q2 2025. 1,355 funds tracked by Wall St. Rank hold KR as of Q4 2025.

WJ Wealth Management reported no remaining Kroger position as of Q4 2025 after selling out during the quarter.
WJ Wealth Management sold 4,010 Kroger shares in Q4 2025, an estimated $255K.
WJ Wealth Management first reported a position in Kroger in Q2 2020 and held it in 15 quarters.
WJ Wealth Management's Kroger position peaked at $575K in Q2 2025.
1,355 funds tracked by Wall St. Rank held Kroger as of Q4 2025.

Based on WJ Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.