Baker Tilly Wealth Management’s Kroger KR Stock Holding History

Baker Tilly Wealth Management’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
2024 Q2	–	Sell	-5,199	Closed	-$297K	–	354
2024 Q1	$297K	Hold	5,199	–	–	0.05%	346
2023 Q4	$238K	Sell	5,199 -401	-7%	-$17.8K	0.04%	420
2023 Q3	$251K	Sell	5,600 -386	-6%	-$18.2K	0.04%	395
2023 Q2	$281K	Buy	5,986 +227	+4%	+$10.8K	0.03%	463
2023 Q1	$284K	Buy	5,759 +175	+3%	+$8K	0.03%	460
2022 Q4	$249K	Sell	5,584 -1,302	-19%	-$59.8K	0.03%	472
2022 Q3	$301K	Buy	6,886 +1,204	+21%	+$57.2K	0.04%	413
2022 Q2	$269K	Buy	+5,682	New	+$303K	0.04%	429

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Baker Tilly Wealth Management's KR Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Kroger (KR) in Q2 2024, closing a stake of 5,199 shares — an estimated $297K sold.

Baker Tilly Wealth Management first reported a position in KR in Q2 2022 and held it in 8 quarters. The position peaked at $301K in Q3 2022. 1,174 funds tracked by Wall St. Rank hold KR as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Kroger position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 5,199 Kroger shares in Q2 2024, an estimated $297K.
Baker Tilly Wealth Management first reported a position in Kroger in Q2 2022 and held it in 8 quarters.
Baker Tilly Wealth Management's Kroger position peaked at $301K in Q3 2022.
1,174 funds tracked by Wall St. Rank held Kroger as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.