BKM Wealth Management’s Kroger KR Stock Holding History

BKM 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
2024 Q2	–	Sell	-3,354	Closed	-$192K	–	173
2024 Q1	$192K	Buy	3,354 +3,284	+4,691%	+$162K	0.08%	162
2023 Q4	$3.2K	Buy	+70	New	+$3.11K	﹤0.01%	537

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

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

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

BKM Wealth Management's KR Position: Q2 2024 in Review

BKM Wealth Management sold out of Kroger (KR) in Q2 2024, closing a stake of 3,354 shares — an estimated $192K sold.

BKM Wealth Management first reported a position in KR in Q4 2023 and held it in 2 quarters. The position peaked at $192K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold KR as of Q2 2024.

BKM Wealth Management reported no remaining Kroger position as of Q2 2024 after selling out during the quarter.
BKM Wealth Management sold 3,354 Kroger shares in Q2 2024, an estimated $192K.
BKM Wealth Management first reported a position in Kroger in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's Kroger position peaked at $192K in Q1 2024.
1,172 funds tracked by Wall St. Rank held Kroger as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.