Lee, Danner & Bass’s Kroger KR Stock Holding History

Lee, Danner & Bass’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	-523	Closed	-$32K	–	495
2024 Q4	$32K	Buy	+523	New	+$30.7K	﹤0.01%	400

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee, Danner & Bass's KR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Kroger (KR) in Q1 2025, closing a stake of 523 shares — an estimated $32K sold.

Lee, Danner & Bass first reported a position in KR in Q4 2024 and held it in 1 quarter. The position peaked at $32K in Q4 2024. 1,357 funds tracked by Wall St. Rank hold KR as of Q1 2025.

Lee, Danner & Bass reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 523 Kroger shares in Q1 2025, an estimated $32K.
Lee, Danner & Bass first reported a position in Kroger in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Kroger position peaked at $32K in Q4 2024.
1,357 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.