HWA
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Heritage Wealth Advisors’s Kroger KR Stock Holding History

Heritage 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
2025
Q3 		– Sell
-39
Closed -$2.8K – 589
2025
Q2 		$2.8K Sell
39
-1,442
-97% -$99.6K ﹤0.01% 497
2025
Q1 		$100K Sell
1,481
-57
-4% -$3.61K 0.01% 245
2024
Q4 		$94K Buy
1,538
+16
+1% +$939 ﹤0.01% 253
2024
Q3 		$87.2K Buy
+1,522
New +$81.7K ﹤0.01% 276
2021
Q2 		– Sell
-3,504
Closed -$126K – 574
2021
Q1 		$126K Sell
3,504
-682
-16% -$23.3K 0.01% 240
2020
Q4 		$133K Buy
+4,186
New +$136K 0.01% 227
2019
Q2 		– Sell
-406
Closed -$9.99K – 467
2019
Q1 		$9.99K Hold
406
– – ﹤0.01% 360
2018
Q4 		$11K Hold
406
– – ﹤0.01% 305
2018
Q3 		$11K Buy
+406
New +$12.1K ﹤0.01% 298

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return