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Buckingham Strategic Wealth’s Kroger KR Stock Holding History

Buckingham Strategic 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
2024
Q2 		$446 Buy
+300
New +$16.2K ﹤0.01% 796

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Harris Associates
Harris Associates Chicago, Illinois $75B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Buckingham Strategic Wealth's KR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Kroger (KR) stake by 4.5% in Q2 2024, buying an estimated $35.6K and bringing the position to 15,198 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #382.

Buckingham Strategic Wealth first reported a position in KR in Q1 2016 and has held it in 29 quarters since. The position peaked at $830K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold KR as of Q2 2024.

  • Buckingham Strategic Wealth held 15,198 shares of Kroger worth $759K as of Q2 2024.
  • Buckingham Strategic Wealth bought 661 Kroger shares in Q2 2024, an estimated $35.6K.
  • Kroger made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #382 holding.
  • Buckingham Strategic Wealth first reported a position in Kroger in Q1 2016 and has held it in 29 quarters since.
  • Buckingham Strategic Wealth's Kroger position peaked at $830K in Q1 2024.
  • 1,172 funds tracked by Wall St. Rank held Kroger as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.