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 $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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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