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WR Wealth Planners’s Kroger KR Stock Holding History

WR Wealth Planners’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 		$73.8K Buy
1,207
+95
+9% +$5.57K 0.02% 277
2024
Q3 		$63.7K Sell
1,112
-83
-7% -$4.45K 0.02% 303
2024
Q2 		$59.7K Buy
1,195
+157
+15% +$8.45K 0.02% 310
2024
Q1 		$59.3K Buy
+1,038
New +$51.1K 0.02% 312
2023
Q4 		– Sell
-500
Closed -$22.4K – 552
2023
Q3 		$22.4K Hold
500
– – 0.01% 413
2023
Q2 		$23.5K Hold
500
– – 0.01% 409
2023
Q1 		$24.7K Buy
+500
New +$22.9K 0.01% 399

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's KR Position: Q4 2024 in Review

WR Wealth Planners increased its Kroger (KR) stake by 8.5% in Q4 2024, buying an estimated $5.57K and bringing the position to 1,207 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #277.

WR Wealth Planners first reported a position in KR in Q1 2023 and has held it in 7 quarters since. 1,309 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • WR Wealth Planners held 1,207 shares of Kroger worth $73.8K as of Q4 2024.
  • WR Wealth Planners bought 95 Kroger shares in Q4 2024, an estimated $5.57K.
  • Kroger made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #277 holding.
  • WR Wealth Planners first reported a position in Kroger in Q1 2023 and has held it in 7 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.