Iron Horse Wealth Management’s Kroger KR Stock Holding History

Iron Horse Wealth 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	$4.02K	Hold	56	–	–	﹤0.01%	403
2025 Q1	$3.79K	Hold	56	–	–	﹤0.01%	401
2024 Q4	$3.42K	Sell	56 -348	-86%	-$20.4K	﹤0.01%	340
2024 Q3	$23.1K	Hold	404	–	–	0.01%	163
2024 Q2	$20.2K	Hold	404	–	–	0.01%	161
2024 Q1	$23.1K	Hold	404	–	–	0.01%	129
2023 Q4	$18.5K	Hold	404	–	–	0.01%	128
2023 Q3	$18.1K	Buy	404 +56	+16%	+$2.63K	0.01%	121
2023 Q2	$16.4K	Hold	348	–	–	0.01%	122
2023 Q1	$17.2K	Sell	348 -200	-36%	-$9.14K	0.01%	118
2022 Q4	$24K	Buy	548 +200	+57%	+$9.19K	0.01%	94
2022 Q3	$15K	Sell	348 -200	-36%	-$9.5K	0.02%	76
2022 Q2	$26K	Hold	548	–	–	0.01%	88
2022 Q1	$31K	Buy	548 +109	+25%	+$5.41K	0.02%	89
2021 Q4	$20K	Hold	439	–	–	0.01%	101
2021 Q3	$18K	Hold	439	–	–	0.01%	94
2021 Q2	$17K	Hold	439	–	–	0.01%	100
2021 Q1	$16K	Buy	439 +247	+129%	+$8.44K	0.01%	93
2020 Q4	$6K	Buy	+192	New	+$6.22K	﹤0.01%	118

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return