Baldwin Wealth Partners’s Kroger KR Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-358	Closed	-$20.5K	–	662
2024 Q3	$20.5K	Buy	+358	New	+$19.2K	﹤0.01%	691
2017 Q2	–	Sell	-5,000	Closed	-$147K	–	490
2017 Q1	$147K	Buy	5,000 +948	+23%	+$30.3K	0.02%	202
2016 Q4	$140K	Hold	4,052	–	–	0.03%	199
2016 Q3	$120K	Buy	4,052 +2,755	+212%	+$91.6K	0.02%	209
2016 Q2	$48K	Sell	1,297 -57,068	-98%	-$2.05M	0.01%	273
2016 Q1	$2.23M	Sell	58,365 -54,466	-48%	-$2.1M	0.4%	56
2015 Q4	$4.72M	Buy	112,831 +3,847	+4%	+$149K	0.77%	40
2015 Q3	$3.93M	Sell	108,984 -934	-0.8%	-$34.6K	0.66%	45
2015 Q2	$3.98M	Buy	109,918 +90	+0.1%	+$3.27K	0.59%	47
2015 Q1	$4.21M	Sell	109,828 -124	-0.1%	-$4.43K	0.62%	46
2014 Q4	$3.53M	Buy	109,952 +916	+0.8%	+$26.5K	0.51%	52
2014 Q3	$2.83M	Buy	109,036 +25,354	+30%	+$641K	0.4%	66
2014 Q2	$2.07M	Buy	83,682 +27,940	+50%	+$651K	0.31%	72
2014 Q1	$1.22M	Buy	+55,742	New	+$1.11M	0.2%	107

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

Norges Bank Oslo, Norway $1T AUM

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

Baldwin Wealth Partners's KR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Kroger (KR) in Q4 2024, closing a stake of 358 shares — an estimated $20.5K sold.

Baldwin Wealth Partners first reported a position in KR in Q1 2014 and held it in 14 quarters. The position peaked at $4.72M in Q4 2015. 1,311 funds tracked by Wall St. Rank hold KR as of Q4 2024.

Baldwin Wealth Partners reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 358 Kroger shares in Q4 2024, an estimated $20.5K.
Baldwin Wealth Partners first reported a position in Kroger in Q1 2014 and held it in 14 quarters.
Baldwin Wealth Partners's Kroger position peaked at $4.72M in Q4 2015.
1,311 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.