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Financial Advocates Investment Management’s Kroger KR Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-5,029
Closed -$340K – 710
2025
Q1 		$340K Sell
5,029
-570
-10% -$36.1K 0.02% 527
2024
Q4 		$342K Sell
5,599
-216
-4% -$12.7K 0.02% 563
2024
Q3 		$333K Buy
5,815
+1,014
+21% +$54.4K 0.02% 569
2024
Q2 		$240K Sell
4,801
-1
-0% -$54 0.01% 630
2024
Q1 		$274K Buy
+4,802
New +$236K 0.02% 619
2022
Q2 		– Sell
-11,427
Closed -$655K – 744
2022
Q1 		$655K Buy
11,427
+1,915
+20% +$95.1K 0.04% 391
2021
Q4 		$431K Sell
9,512
-476
-5% -$20K 0.03% 523
2021
Q3 		$404K Sell
9,988
-810
-8% -$34K 0.03% 527
2021
Q2 		$414K Buy
+10,798
New +$406K 0.03% 523
2021
Q1 		– Sell
-9,735
Closed -$309K – 777
2020
Q4 		$309K Buy
+9,735
New +$316K 0.02% 556
2020
Q3 		– Sell
-13,746
Closed -$466K – 667
2020
Q2 		$466K Buy
+13,746
New +$446K 0.04% 373

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's KR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Kroger (KR) in Q2 2025, closing a stake of 5,029 shares — an estimated $340K sold.

Financial Advocates Investment Management first reported a position in KR in Q2 2020 and held it in 11 quarters. The position peaked at $655K in Q1 2022. 1,395 funds tracked by Wall St. Rank hold KR as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Kroger position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,029 Kroger shares in Q2 2025, an estimated $340K.
  • Financial Advocates Investment Management first reported a position in Kroger in Q2 2020 and held it in 11 quarters.
  • Financial Advocates Investment Management's Kroger position peaked at $655K in Q1 2022.
  • 1,395 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.