Demars Financial Group’s Kroger KR Stock Holding History

Demars Financial Group’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	-5,952	Closed	-$427K	–	97
2025 Q2	$427K	Sell	5,952 -389,696	-98%	-$26.9M	0.16%	60
2025 Q1	$5.84M	Buy	395,648 +45,809	+13%	+$2.9M	0.17%	45
2024 Q4	$5.72M	Buy	349,839 +343,392	+5,326%	+$20.1M	0.18%	45
2024 Q3	$369K	Hold	6,447	–	–	0.17%	56
2024 Q2	$322K	Sell	6,447 -438	-6%	-$23.6K	0.15%	55
2024 Q1	$393K	Buy	6,885 +1,625	+31%	+$80K	0.19%	52
2023 Q4	$240K	Sell	5,260 -77,583	-94%	-$3.45M	0.13%	62
2023 Q3	$3.71M	Buy	+82,843	New	+$3.9M	2.12%	15
2021 Q3	–	Sell	-7,312	Closed	-$280K	–	87
2021 Q2	$280K	Buy	7,312 +187	+3%	+$7.04K	0.17%	75
2021 Q1	$256K	Hold	7,125	–	–	0.17%	73
2020 Q4	$226K	Buy	7,125 +150	+2%	+$4.86K	0.16%	67
2020 Q3	$237K	Sell	6,975 -15	-0.2%	-$518	0.18%	56
2020 Q2	$237K	Buy	+6,990	New	+$227K	0.2%	54

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