Core Wealth Advisors (Florida)’s Kroger KR Stock Holding History

Core Wealth Advisors (Florida)’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	-1,956	Closed	-$112K	–	151
2024 Q1	$112K	Hold	1,956	–	–	0.04%	70
2023 Q4	$89.4K	Buy	1,956 +500	+34%	+$22.2K	0.03%	69
2023 Q3	$65.2K	Hold	1,456	–	–	0.03%	73
2023 Q2	$68.4K	Hold	1,456	–	–	0.03%	72
2023 Q1	$71.9K	Hold	1,456	–	–	0.03%	73
2022 Q4	$64.9K	Hold	1,456	–	–	0.03%	75
2022 Q3	$64K	Hold	1,456	–	–	0.04%	61
2022 Q2	$69K	Hold	1,456	–	–	0.04%	59
2022 Q1	$84K	Hold	1,456	–	–	0.05%	58
2021 Q4	$66K	Hold	1,456	–	–	0.04%	69
2021 Q3	$59K	Hold	1,456	–	–	0.04%	75
2021 Q2	$56K	Hold	1,456	–	–	0.04%	67
2021 Q1	$52K	Hold	1,456	–	–	0.05%	59
2020 Q4	$46K	Hold	1,456	–	–	0.04%	57
2020 Q3	$49K	Hold	1,456	–	–	0.05%	51
2020 Q2	$49K	Hold	1,456	–	–	0.04%	56
2020 Q1	$44K	Hold	1,456	–	–	0.03%	55
2019 Q4	$42K	Buy	+1,456	New	+$38.6K	0.02%	58

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Core Wealth Advisors (Florida)'s KR Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Kroger (KR) in Q2 2024, closing a stake of 1,956 shares — an estimated $112K sold.

Core Wealth Advisors (Florida) first reported a position in KR in Q4 2019 and held it in 18 quarters. The position peaked at $112K in Q1 2024. 1,174 funds tracked by Wall St. Rank hold KR as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Kroger position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,956 Kroger shares in Q2 2024, an estimated $112K.
Core Wealth Advisors (Florida) first reported a position in Kroger in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Kroger position peaked at $112K in Q1 2024.
1,174 funds tracked by Wall St. Rank held Kroger as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.