SEC 13F Intelligence

Wambolt & Associates, LLC / KR

Wambolt & Associates, LLC’s Kroger Co Position

Does Wambolt & Associates, LLC own Kroger Co (KR)? Yes — 48.0K shares worth $3M (+1.15% of its 13F portfolio) as of Q2 2025, down from 53.4K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
48.0K
% of Portfolio
+1.15%
Quarters Held
12
currently held

Position History KR

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202548.0K$3M+1.15%
Q1 202553.4K$4M+1.24%
Q4 202454.8K$3M+1.07%
Q3 202463.4K$4M+0.98%
Q2 202461.1K$3M+0.90%
Q1 202458.3K$3M+0.99%
Q4 202354.1K$2M+0.81%
Q3 202351.1K$2M+0.82%
Q2 202347.3K$2M+0.79%
Q1 202346.9K$2M+0.83%
Q4 202243.9K$2M+0.75%
Q3 202241.5K$2M+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of KR.