McClarren Financial Advisors’s Kroger KR Stock Holding History

McClarren Financial 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	-649	Closed	-$39K	–	333
2024 Q4	$39K	Buy	+649	New	+$38.1K	0.11%	94
2024 Q3	–	Sell	-49	Closed	-$32K	–	306
2024 Q2	$32K	Sell	49 -594	-92%	-$32K	0.02%	179
2024 Q1	$37K	Buy	643 +4	+0.6%	+$197	0.03%	166
2023 Q4	$29K	Buy	639 +5	+0.8%	+$222	0.02%	200
2023 Q3	$28K	Buy	634 +4	+0.6%	+$188	0.02%	183
2023 Q2	$29K	Buy	630 +3	+0.5%	+$143	0.02%	192
2023 Q1	$30K	Buy	627 +4	+0.6%	+$183	0.03%	177
2022 Q4	$27K	Buy	623 +3	+0.5%	+$138	0.03%	189
2022 Q3	$27K	Buy	+620	New	+$29.5K	0.03%	175
2022 Q2	–	Sell	-646	Closed	-$37K	–	156
2022 Q1	$37K	Buy	646 +1	+0.2%	+$50	0.03%	145
2021 Q4	$30K	Buy	645 +5	+0.8%	+$210	0.02%	169
2021 Q3	$25K	Buy	640 +3	+0.5%	+$126	0.02%	155
2021 Q2	$24K	Sell	637 -47	-7%	-$1.77K	0.02%	168
2021 Q1	$25K	Buy	684 +5	+0.7%	+$171	0.02%	144
2020 Q4	$21K	Buy	+679	New	+$22K	0.02%	137

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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments

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