Leavell Investment Management’s Kroger KR Stock Holding History

Leavell 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
2026 Q1	$1.08M	Sell	14,910 -1,150	-7%	-$77.8K	0.04%	299
2025 Q4	$1M	Sell	16,060 -4,300	-21%	-$281K	0.04%	297
2025 Q3	$1.37M	Buy	20,360 +1,000	+5%	+$69.6K	0.06%	267
2025 Q2	$1.39M	Buy	19,360 +3,483	+22%	+$241K	0.06%	257
2025 Q1	$1.07M	Buy	15,877 +5,596	+54%	+$355K	0.05%	273
2024 Q4	$629K	Buy	10,281 +2,750	+37%	+$161K	0.03%	341
2024 Q3	$432K	Buy	7,531 +1,800	+31%	+$96.6K	0.02%	409
2024 Q2	$286K	Sell	5,731 -166	-3%	-$8.94K	0.02%	445
2024 Q1	$337K	Sell	5,897 -19,092	-76%	-$940K	0.02%	407
2023 Q4	$1.14M	Buy	24,989 +200	+0.8%	+$8.88K	0.07%	234
2023 Q3	$1.11M	Sell	24,789 -7,600	-23%	-$358K	0.08%	229
2023 Q2	$1.52M	Buy	32,389 +200	+0.6%	+$9.54K	0.1%	191
2023 Q1	$1.59M	Sell	32,189 -200	-0.6%	-$9.14K	0.11%	184
2022 Q4	$1.44M	Buy	32,389 +1,791	+6%	+$82.3K	0.11%	189
2022 Q3	$1.34M	Buy	30,598 +3,925	+15%	+$186K	0.11%	188
2022 Q2	$1.26M	Buy	26,673 +3,900	+17%	+$208K	0.1%	194
2022 Q1	$1.31M	Buy	22,773 +12,100	+113%	+$601K	0.09%	199
2021 Q4	$483K	Buy	10,673 +1,500	+16%	+$63.1K	0.03%	319
2021 Q3	$371K	Buy	+9,173	New	+$385K	0.03%	329

Other funds holding KR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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