Calamos Wealth Management’s Kroger KR Stock Holding History

Calamos 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
2026 Q1	$231K	Sell	3,192 -1,834	-36%	-$124K	0.01%	494
2025 Q4	$314K	Buy	+5,026	New	+$329K	0.01%	352
2017 Q3	–	Sell	-35,067	Closed	-$818K	–	233
2017 Q2	$818K	Buy	35,067 +275	+0.8%	+$7.8K	0.12%	148
2017 Q1	$1.03M	Buy	34,792 +1,574	+5%	+$50.3K	0.15%	141
2016 Q4	$1.15M	Buy	+33,218	New	+$1.08M	0.18%	145
2016 Q3	–	Sell	-39,933	Closed	-$1.47M	–	230
2016 Q2	$1.47M	Buy	+39,933	New	+$1.44M	0.26%	129
2016 Q1	–	Sell	-6,341	Closed	-$265K	–	256
2015 Q4	$265K	Sell	6,341 -1,719	-21%	-$66.6K	0.05%	219
2015 Q3	$291K	Sell	8,060 -160	-2%	-$5.93K	0.07%	200
2015 Q2	$298K	Buy	8,220 +330	+4%	+$12K	0.07%	197
2015 Q1	$302K	Hold	7,890	–	–	0.08%	188
2014 Q4	$253K	Buy	7,890 +160	+2%	+$4.63K	0.07%	196
2014 Q3	$201K	Buy	+7,730	New	+$195K	0.06%	200

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