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Lake Street Advisors Group’s Kroger KR Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$530K Sell
8,665
-280
-3% -$16.4K 0.02% 323
2024
Q3 		$513K Sell
8,945
-1,098
-11% -$58.9K 0.02% 331
2024
Q2 		$501K Sell
10,043
-690
-6% -$37.2K 0.02% 318
2024
Q1 		$613K Buy
10,733
+92
+0.9% +$4.53K 0.03% 306
2023
Q4 		$486K Sell
10,641
-141
-1% -$6.26K 0.02% 331
2023
Q3 		$483K Buy
10,782
+109
+1% +$5.13K 0.03% 211
2023
Q2 		$502K Sell
10,673
-397
-4% -$18.9K 0.03% 210
2023
Q1 		$547K Buy
11,070
+526
+5% +$24K 0.03% 193
2022
Q4 		$470K Sell
10,544
-531
-5% -$24.4K 0.03% 193
2022
Q3 		$485K Buy
11,075
+242
+2% +$11.5K 0.04% 188
2022
Q2 		$513K Sell
10,833
-976
-8% -$52K 0.04% 173
2022
Q1 		$678K Buy
11,809
+641
+6% +$31.8K 0.04% 163
2021
Q4 		$505K Sell
11,168
-595
-5% -$25K 0.03% 170
2021
Q3 		$476K Buy
11,763
+5,317
+82% +$223K 0.05% 131
2021
Q2 		$275K Sell
6,446
-215
-3% -$8.09K 0.02% 261
2021
Q1 		$240K Buy
+6,661
New +$228K 0.02% 274

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's KR Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Kroger (KR) stake by 3.1% in Q4 2024, selling an estimated $16.4K and leaving 8,665 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #323.

Lake Street Advisors Group first reported a position in KR in Q1 2021 and has held it in 16 quarters since. The position peaked at $678K in Q1 2022. 1,309 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • Lake Street Advisors Group held 8,665 shares of Kroger worth $530K as of Q4 2024.
  • Lake Street Advisors Group sold 280 Kroger shares in Q4 2024, an estimated $16.4K.
  • Kroger made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #323 holding.
  • Lake Street Advisors Group first reported a position in Kroger in Q1 2021 and has held it in 16 quarters since.
  • Lake Street Advisors Group's Kroger position peaked at $678K in Q1 2022.
  • 1,309 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.