WF
KR icon

WoodTrust Financial’s Kroger KR Stock Holding History

WoodTrust Financial’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
Q1 		– Sell
-99,026
Closed -$6.05M – 172
2024
Q4 		$6.05M Buy
99,026
+1,644
+2% +$96.4K 0.85% 34
2024
Q3 		$5.58M Buy
97,382
+5,845
+6% +$314K 0.79% 36
2024
Q2 		$4.57M Buy
91,537
+1,369
+2% +$73.7K 0.71% 39
2024
Q1 		$5.15K Buy
90,168
+10,045
+13% +$495K 0.82% 37
2023
Q4 		$3.66M Buy
80,123
+866
+1% +$38.5K 0.63% 38
2023
Q3 		$3.55M Sell
79,257
-3,931
-5% -$185K 0.68% 39
2023
Q2 		$3.91M Buy
83,188
+7,497
+10% +$358K 0.72% 37
2023
Q1 		$3.74M Buy
75,691
+6,271
+9% +$287K 0.73% 38
2022
Q4 		$3.1M Sell
69,420
-4,733
-6% -$217K 0.64% 40
2022
Q3 		$3.24M Buy
+74,153
New +$3.52M 0.73% 41

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WoodTrust Financial's KR Position: Q1 2025 in Review

WoodTrust Financial sold out of Kroger (KR) in Q1 2025, closing a stake of 99,026 shares — an estimated $6.05M sold.

WoodTrust Financial first reported a position in KR in Q3 2022 and held it in 10 quarters. The position peaked at $6.05M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • WoodTrust Financial reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
  • WoodTrust Financial sold 99,026 Kroger shares in Q1 2025, an estimated $6.05M.
  • WoodTrust Financial first reported a position in Kroger in Q3 2022 and held it in 10 quarters.
  • WoodTrust Financial's Kroger position peaked at $6.05M in Q4 2024.
  • 1,357 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.