W ADVISORS, LLC KR — KROGER CO

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported KROGER CO (KR) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.29% in 2024 Q1. The latest visible filing shows KR at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, LLC's position in KROGER CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KR was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KR stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held KR — position size vs. price
% of Fund (quarterly)    KR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,830 +43 +0.2% 0.88% $1.7M 2026-04-29 $67.10
2025 Q4 ADDED — — — 23,787 +123 +0.5% 0.75% $1.5M 2026-02-13 $71.25
2025 Q3 REDUCED — — — 23,664 -494 -2.0% 0.84% $1.6M 2025-11-14 $66.38
2025 Q2 REDUCED — — — 24,158 -551 -2.2% 0.99% $1.7M 2025-08-07 $72.63
2025 Q1 REDUCED 7.1% +6.5% ❌ 24,709 -1,896 -7.1% 1.05% $1.7M 2025-05-13 $66.14
2024 Q4 REDUCED — — — 26,605 -728 -2.7% 1.01% $1.6M 2025-01-22 $57.30
2024 Q3 REDUCED 17.3% +7.4% ❌ 27,333 -5,726 -17.3% 0.96% $1.6M 2024-10-28 $55.39
2024 Q2 ADDED — — — 33,059 +183 +0.6% 1.08% $1.7M 2024-08-06 $52.18
2024 Q1 ADDED — — — 32,876 +191 +0.6% 1.29% $1.9M 2024-04-25 $53.62
2023 Q4 ADDED — — — 32,685 +209 +0.6% 1.11% $1.5M 2024-02-06 $42.87
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KR

As of 2026 Q1 — sorted by position size

Maj Invest Holding A/S 3Y 7Y 4.83% SPRING CAPITAL MANAGEMENT, LLC 3Y 3.18% GILL CAPITAL PARTNERS, LLC 3Y 3.12% Dupree Financial Group, LLC 2.81% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.64% Birch Hill Investment Advisors LLC 3Y 7Y 2.57% Uncommon Cents Investing LLC 3Y 7Y 2.38% Cairn Investment Group, Inc. 3Y 2.07% Advanced Asset Management Advisors Inc 3Y 7Y 2.05% apricus wealth, LLC 3Y 1.93%

FAQ About W ADVISORS, LLC and KR

These are the practical questions this page is built to answer before you even open the full history table.

How long has W ADVISORS, LLC reported owning KR?

W ADVISORS, LLC reported KR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KR position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for KR was 1.29% in 2024 Q1.

What is the latest reported KR position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 23,830 shares, equal to 0.88% of portfolio, with an estimated market value of $1.7M.

What does the chart on this KR ownership page compare?

The chart compares W ADVISORS, LLC's quarterly KR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did W ADVISORS, LLC time their KR position?

Based on 13F filing dates vs. subsequent KR price moves, W ADVISORS, LLC correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on KR relative to SPY over the holding period was -5.5%.

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