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Herold Advisors’s Kroger KR Stock Holding History

Herold 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
Q1 		– Sell
-3,900
Closed -$238K – 286
2024
Q4 		$238K Hold
3,900
– – 0.05% 245
2024
Q3 		$223K Buy
+3,900
New +$209K 0.05% 250
2024
Q2 		– Sell
-3,900
Closed -$223K – 274
2024
Q1 		$223K Buy
+3,900
New +$192K 0.05% 243
2023
Q3 		– Sell
-5,400
Closed -$254K – 255
2023
Q2 		$254K Hold
5,400
– – 0.08% 210
2023
Q1 		$267K Hold
5,400
– – 0.09% 198
2022
Q4 		$241K Buy
+5,400
New +$248K 0.1% 180
2022
Q2 		– Sell
-3,650
Closed -$209K – 443
2022
Q1 		$209K Buy
+3,650
New +$181K 0.07% 193
2021
Q4 		– Sell
-4,650
Closed -$187K – 430
2021
Q3 		$187K Buy
+4,650
New +$195K 0.07% 208

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Herold Advisors's KR Position: Q1 2025 in Review

Herold Advisors sold out of Kroger (KR) in Q1 2025, closing a stake of 3,900 shares — an estimated $238K sold.

Herold Advisors first reported a position in KR in Q3 2021 and held it in 8 quarters. The position peaked at $267K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Herold Advisors reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
  • Herold Advisors sold 3,900 Kroger shares in Q1 2025, an estimated $238K.
  • Herold Advisors first reported a position in Kroger in Q3 2021 and held it in 8 quarters.
  • Herold Advisors's Kroger position peaked at $267K in Q1 2023.
  • 1,360 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Herold Advisors's 13F filing for Q1 2025, filed 13 May 2025.