CarsonAllaria Wealth Management’s Kroger KR Stock Holding History

CarsonAllaria 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
2025 Q3	–	Sell	-81	Closed	-$5.88K	–	218
2025 Q2	$5.88K	Hold	81	–	–	﹤0.01%	279
2025 Q1	$5.52K	Sell	81 -2	-2%	-$127	﹤0.01%	285
2024 Q4	$5.09K	Buy	83 +2	+2%	+$117	﹤0.01%	284
2024 Q3	$4.68K	Hold	81	–	–	﹤0.01%	310
2024 Q2	$4.06K	Buy	81 +1	+1%	+$54	﹤0.01%	301
2024 Q1	$4.62K	Hold	80	–	–	﹤0.01%	298
2023 Q4	$3.67K	Buy	80 +1	+1%	+$44	﹤0.01%	273
2023 Q3	$3.57K	Hold	79	–	–	﹤0.01%	274
2023 Q2	$3.73K	Buy	79 +1	+1%	+$48	﹤0.01%	284
2023 Q1	$3.89K	Hold	78	–	–	﹤0.01%	268
2022 Q4	$3K	Hold	78	–	–	﹤0.01%	266
2022 Q3	$3K	Buy	78 +1	+1%	+$48	﹤0.01%	262
2022 Q2	$4K	Hold	77	–	–	﹤0.01%	244
2022 Q1	$4K	Buy	77 +1	+1%	+$50	﹤0.01%	267
2021 Q4	$3K	Buy	+76	New	+$3.19K	﹤0.01%	300

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group

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

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

Geode Capital Management

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

Fidelity Investments

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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