Aptus Capital Advisors’s Kroger KR Stock Holding History

Aptus Capital Advisors’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
2026 Q1	$1.2M	Sell	16,526 -220	-1%	-$14.9K	0.01%	555
2025 Q4	$1.05M	Buy	16,746 +1,604	+11%	+$105K	0.01%	570
2025 Q3	$1.02M	Buy	15,142 +7,078	+88%	+$493K	0.01%	550
2025 Q2	$578K	Buy	8,064 +89	+1%	+$6.15K	0.01%	645
2025 Q1	$540K	Buy	7,975 +511	+7%	+$32.4K	0.01%	622
2024 Q4	$456K	Buy	7,464 +1,799	+32%	+$106K	0.01%	657
2024 Q3	$325K	Buy	5,665 +667	+13%	+$35.8K	﹤0.01%	642
2024 Q2	$249K	Buy	4,998 +477	+11%	+$25.7K	﹤0.01%	667
2024 Q1	$258K	Buy	+4,521	New	+$223K	0.01%	667

Other funds holding KR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return