EP Wealth Advisors’s Kroger KR Stock Holding History

EP Wealth Advisors’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	$2.38M	Sell	32,843 -1,451	-4%	-$98.2K	0.01%	443
2025 Q4	$2.14M	Buy	+34,294	New	+$2.24M	0.01%	429
2025 Q2	$2.55M	Buy	35,529 +22,838	+180%	+$1.58M	0.02%	366
2025 Q1	$859K	Sell	12,691 -812	-6%	-$51.5K	0.01%	544
2024 Q4	$826K	Sell	13,503 -2,735	-17%	-$160K	0.01%	554
2024 Q3	$930K	Buy	16,238 +11,008	+210%	+$591K	0.01%	516
2024 Q2	$261K	Buy	5,230 +128	+3%	+$6.89K	﹤0.01%	689
2024 Q1	$291K	Buy	+5,102	New	+$251K	﹤0.01%	633
2022 Q3	–	Sell	-2,913	Closed	-$138K	–	494
2022 Q2	$138K	Buy	+2,913	New	+$155K	﹤0.01%	612

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