Atria Wealth Solutions’s Kroger KR Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.23M	Sell	17,238 -58,089	-77%	-$4.01M	0.03%	567
2025 Q1	$5.1M	Buy	75,327 +56,636	+303%	+$3.59M	0.06%	331
2024 Q4	$1.14M	Buy	18,691 +257	+1%	+$15.1K	0.01%	877
2024 Q3	$1.06M	Sell	18,434 -20,290	-52%	-$1.09M	0.01%	894
2024 Q2	$1.93M	Sell	38,724 -2,167	-5%	-$117K	0.02%	635
2024 Q1	$2.34M	Sell	40,891 -3,984	-9%	-$196K	0.03%	582
2023 Q4	$2.05M	Sell	44,875 -8,399	-16%	-$373K	0.03%	596
2023 Q3	$2.38M	Buy	53,274 +2,179	+4%	+$103K	0.03%	503
2023 Q2	$2.4M	Buy	51,095 +1,570	+3%	+$74.9K	0.03%	510
2023 Q1	$2.45M	Buy	49,525 +2,010	+4%	+$91.9K	0.04%	476
2022 Q4	$2.12M	Buy	47,515 +11,648	+32%	+$535K	0.03%	497
2022 Q3	$1.57M	Buy	35,867 +7,062	+25%	+$335K	0.03%	566
2022 Q2	$1.36M	Sell	28,805 -3,548	-11%	-$189K	0.03%	572
2022 Q1	$1.86M	Buy	+32,353	New	+$1.61M	0.03%	505

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return