BDO Wealth Advisors’s Kroger KR Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$19K	Buy	405 +105	+35%	+$5.01K	﹤0.01%	581
2023 Q1	$14.8K	Hold	300	–	–	﹤0.01%	636
2022 Q4	$13.4K	Hold	300	–	–	﹤0.01%	645
2022 Q3	$13K	Hold	300	–	–	﹤0.01%	659
2022 Q2	$14K	Sell	300 -100	-25%	-$5.33K	﹤0.01%	625
2022 Q1	$23K	Hold	400	–	–	﹤0.01%	579
2021 Q4	$18K	Hold	400	–	–	﹤0.01%	640
2021 Q3	$16K	Sell	400 -50	-11%	-$2.1K	﹤0.01%	653
2021 Q2	$17K	Hold	450	–	–	﹤0.01%	665
2021 Q1	$16K	Buy	450 +200	+80%	+$6.83K	﹤0.01%	651
2020 Q4	$8K	Buy	250 +177	+242%	+$5.74K	﹤0.01%	576
2020 Q3	$2K	Buy	+73	New	+$2.52K	﹤0.01%	696
2019 Q4	–	Sell	-80	Closed	-$2K	–	612
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	591
2019 Q2	$2K	Hold	80	–	–	﹤0.01%	581
2019 Q1	$2K	Hold	80	–	–	﹤0.01%	564
2018 Q4	$2K	Sell	80 -390	-83%	-$11.3K	﹤0.01%	498
2018 Q3	$14K	Hold	470	–	–	﹤0.01%	428
2018 Q2	$13K	Buy	470 +390	+488%	+$9.81K	﹤0.01%	431
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	514
2017 Q4	$2K	Hold	80	–	–	﹤0.01%	428
2017 Q3	$2K	Hold	80	–	–	﹤0.01%	398
2017 Q2	$2K	Buy	+80	New	+$2.27K	﹤0.01%	506

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BDO Wealth Advisors's KR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Kroger (KR) stake by 35% in Q2 2023, buying an estimated $5.01K and bringing the position to 405 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

BDO Wealth Advisors first reported a position in KR in Q2 2017 and has held it in 22 quarters since. The position peaked at $23K in Q1 2022. 1,082 funds tracked by Wall St. Rank hold KR as of Q2 2023.

BDO Wealth Advisors held 405 shares of Kroger worth $19K as of Q2 2023.
BDO Wealth Advisors bought 105 Kroger shares in Q2 2023, an estimated $5.01K.
Kroger made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #581 holding.
BDO Wealth Advisors first reported a position in Kroger in Q2 2017 and has held it in 22 quarters since.
BDO Wealth Advisors's Kroger position peaked at $23K in Q1 2022.
1,082 funds tracked by Wall St. Rank held Kroger as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.