Avestar Capital’s Kroger KR Stock Holding History

Avestar Capital’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	–	Sell	-3,491	Closed	-$236K	–	510
2025 Q1	$236K	Sell	3,491 -1,604	-31%	-$102K	0.02%	424
2024 Q4	$312K	Sell	5,095 -59	-1%	-$3.46K	0.03%	380
2024 Q3	$295K	Buy	5,154 +586	+13%	+$31.4K	0.03%	347
2024 Q2	$228K	Buy	+4,568	New	+$246K	0.03%	397
2019 Q3	–	Sell	-128	Closed	-$1K	–	538
2019 Q2	$1K	Sell	128 -25	-16%	-$608	﹤0.01%	768
2019 Q1	$1K	Sell	153 -3	-2%	-$82	﹤0.01%	750
2018 Q4	$2K	Hold	156	–	–	﹤0.01%	639
2018 Q3	$2K	Buy	156 +18	+13%	+$536	﹤0.01%	634
2018 Q2	$2K	Buy	138 +45	+48%	+$1.13K	﹤0.01%	685
2018 Q1	$0	Buy	93 +54	+138%	+$1.47K	﹤0.01%	893
2017 Q4	$1K	Buy	+39	New	+$908	﹤0.01%	703

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