Milestone Asset Management’s Kroger KR Stock Holding History

Milestone Asset 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 Q3	–	Sell	-11,316	Closed	-$812K	–	237
2025 Q2	$812K	Buy	+11,316	New	+$782K	0.17%	106

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Asset Management's KR Position: Q3 2025 in Review

Milestone Asset Management sold out of Kroger (KR) in Q3 2025, closing a stake of 11,316 shares — an estimated $812K sold.

Milestone Asset Management first reported a position in KR in Q2 2025 and held it in 1 quarter. The position peaked at $812K in Q2 2025. 1,351 funds tracked by Wall St. Rank hold KR as of Q3 2025.

Milestone Asset Management reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
Milestone Asset Management sold 11,316 Kroger shares in Q3 2025, an estimated $812K.
Milestone Asset Management first reported a position in Kroger in Q2 2025 and held it in 1 quarter.
Milestone Asset Management's Kroger position peaked at $812K in Q2 2025.
1,351 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.