Family Management’s Kroger KR Stock Holding History

Family 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	$3.01M	Sell	41,632 -29,775	-42%	-$2.01M	0.36%	69
2025 Q4	$4.46M	Sell	71,407 -16,572	-19%	-$1.08M	0.56%	53
2025 Q3	$5.93M	Buy	87,979 +1,127	+1%	+$78.5K	0.82%	34
2025 Q2	$6.23M	Buy	86,852 +381	+0.4%	+$26.3K	0.95%	27
2025 Q1	$5.85M	Buy	86,471 +407	+0.5%	+$25.8K	0.97%	26
2024 Q4	$5.14M	Buy	86,064 +3,104	+4%	+$182K	0.83%	28
2024 Q3	$4.75M	Buy	82,960 +3,408	+4%	+$183K	0.79%	28
2024 Q2	$3.97M	Buy	+79,552	New	+$4.28M	0.7%	39

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