Beverly Hills Private Wealth’s Kroger KR Stock Holding History

Beverly Hills Private Wealth’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
2026 Q1	$6.48M	Buy	89,570 +1,862	+2%	+$126K	1.08%	22
2025 Q4	$5.48M	Buy	87,708 +19,213	+28%	+$1.26M	0.94%	25
2025 Q3	$4.62M	Buy	68,495 +10,121	+17%	+$705K	0.82%	24
2025 Q2	$4.19M	Sell	58,374 -14,286	-20%	-$987K	0.79%	28
2025 Q1	$4.92M	Buy	72,660 +4,566	+7%	+$289K	0.97%	21
2024 Q4	$4.16M	Buy	68,094 +6,857	+11%	+$402K	0.84%	26
2024 Q3	$3.51M	Buy	61,237 +21,522	+54%	+$1.15M	0.71%	31
2024 Q2	$1.98M	Buy	39,715 +14,082	+55%	+$758K	0.43%	62
2024 Q1	$1.46M	Buy	25,633 +13,896	+118%	+$684K	0.34%	80
2023 Q4	$536K	Buy	11,737 +7,240	+161%	+$322K	0.14%	154
2023 Q3	$201K	Buy	+4,497	New	+$212K	0.06%	277

Other funds holding KR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return