Avantax Advisory Services’s Kroger KR Stock Holding History

Avantax Advisory Services’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	$3.22M	Buy	44,871 +6,037	+16%	+$417K	0.02%	594
2025 Q1	$2.63M	Buy	38,834 +13,689	+54%	+$868K	0.02%	636
2024 Q4	$1.54M	Buy	25,145 +139	+0.6%	+$8.15K	0.01%	846
2024 Q3	$1.43M	Sell	25,006 -22,312	-47%	-$1.2M	0.01%	838
2024 Q2	$2.36M	Buy	47,318 +4,219	+10%	+$227K	0.02%	594
2024 Q1	$2.46M	Buy	43,099 +3,280	+8%	+$162K	0.02%	487
2023 Q4	$1.82M	Sell	39,819 -9,454	-19%	-$420K	0.02%	531
2023 Q3	$2.2M	Buy	49,273 +7,276	+17%	+$342K	0.02%	434
2023 Q2	$1.97M	Buy	41,997 +1,548	+4%	+$73.8K	0.02%	455
2023 Q1	$2M	Buy	40,449 +13,158	+48%	+$601K	0.02%	446
2022 Q4	$1.22M	Buy	+27,291	New	+$1.25M	0.02%	567
2022 Q3	–	Sell	-7,419	Closed	-$351K	–	1363
2022 Q2	$351K	Buy	+7,419	New	+$395K	0.01%	936
2021 Q2	–	Sell	-6,016	Closed	-$217K	–	1153
2021 Q1	$217K	Buy	+6,016	New	+$206K	﹤0.01%	943
2020 Q4	–	Sell	-28,357	Closed	-$960K	–	1162
2020 Q3	$960K	Buy	+28,357	New	+$979K	0.02%	550
2020 Q2	–	Sell	-7,599	Closed	-$229K	–	876
2020 Q1	$229K	Buy	+7,599	New	+$223K	0.01%	672

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avantax Advisory Services's KR Position: Q2 2025 in Review

Avantax Advisory Services increased its Kroger (KR) stake by 16% in Q2 2025, buying an estimated $417K and bringing the position to 44,871 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #594.

Avantax Advisory Services first reported a position in KR in Q1 2020 and has held it in 15 quarters since. 1,394 funds tracked by Wall St. Rank hold KR as of Q2 2025.

Avantax Advisory Services held 44,871 shares of Kroger worth $3.22M as of Q2 2025.
Avantax Advisory Services bought 6,037 Kroger shares in Q2 2025, an estimated $417K.
Kroger made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #594 holding.
Avantax Advisory Services first reported a position in Kroger in Q1 2020 and has held it in 15 quarters since.
1,394 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.