KR β€” KROGER CO

Ownership history in WESPAC Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

WESPAC Advisors, LLC reported KROGER CO (KR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.68% in 2024 Q4. The latest visible filing shows KR at 0.54% 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 WESPAC 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
2025 Q3

KR was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

How WESPAC Advisors, LLC held KR β€” position size vs. price
% of Fund (quarterly)    KR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 13,585 +167 +1.2% 0.54% $916K 2025-10-27 $67.33
2025 Q2 REDUCED 13,418 -1,735 -11.4% 0.67% $962K 2025-07-23 $71.77
2024 Q4 ADDED 15,153 +377 +2.6% 0.68% $927K 2025-02-04 $62.39
2024 Q3 REDUCED 14,776 -21,504 -59.3% 0.63% $847K 2024-11-12 $57.88
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WESPAC 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 WESPAC Advisors, LLC reported owning KR?

WESPAC Advisors, LLC reported KR across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported KR position in WESPAC Advisors, LLC's portfolio?

The largest reported portfolio weight for KR was 0.68% in 2024 Q4.

What is the latest reported KR position on this page?

The most recent filing on this page is 2025 Q3, when WESPAC Advisors, LLC reported 13,585 shares, equal to 0.54% of portfolio, with an estimated market value of $916K.

What does the chart on this KR ownership page compare?

The chart compares WESPAC 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.

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