BWM
KR icon

BerganKDV Wealth Management’s Kroger KR Stock Holding History

BerganKDV 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
2023
Q2 		$122K Sell
2,600
-66
-2% -$3.15K 0.01% 274
2023
Q1 		$132K Hold
2,666
– – 0.01% 280
2022
Q4 		$119K Sell
2,666
-16
-0.6% -$735 0.01% 286
2022
Q3 		$117K Sell
2,682
-36
-1% -$1.71K 0.01% 272
2022
Q2 		$129K Sell
2,718
-4
-0.1% -$213 0.01% 280
2022
Q1 		$156K Sell
2,722
-266
-9% -$13.2K 0.02% 266
2021
Q4 		$135K Buy
2,988
+266
+10% +$11.2K 0.01% 298
2021
Q3 		$110K Hold
2,722
– – 0.01% 309
2021
Q2 		$104K Buy
2,722
+1
+0% +$38 0.01% 310
2021
Q1 		$98K Hold
2,721
– – 0.01% 299
2020
Q4 		$86K Buy
2,721
+37
+1% +$1.2K 0.01% 291
2020
Q3 		$91K Hold
2,684
– – 0.01% 270
2020
Q2 		$91K Buy
2,684
+31
+1% +$1K 0.02% 284
2020
Q1 		$80K Hold
2,653
– – 0.02% 271
2019
Q4 		$77K Buy
2,653
+53
+2% +$1.41K 0.01% 302
2019
Q3 		$67K Hold
2,600
– – 0.01% 300
2019
Q2 		$56K Hold
2,600
– – 0.01% 314
2019
Q1 		$64K Hold
2,600
– – 0.01% 319
2018
Q4 		$72K Hold
2,600
– – 0.02% 267
2018
Q3 		$76K Hold
2,600
– – 0.02% 277
2018
Q2 		$74K Buy
+2,600
New +$65.4K 0.02% 274

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return