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Morningstar Investment Management’s Kroger KR Stock Holding History

Morningstar 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
2025
Q3 		– Sell
-4,182
Closed -$300K – 507
2025
Q2 		$300K Buy
+4,182
New +$289K 0.03% 164
2025
Q1 		– Sell
-4,700
Closed -$287K – 153
2024
Q4 		$287K Hold
4,700
– – 0.02% 167
2024
Q3 		$260K Sell
4,700
-96
-2% -$5.15K 0.03% 176
2024
Q2 		$239K Hold
4,796
– – 0.03% 172
2024
Q1 		$274K Hold
4,796
– – 0.03% 163
2023
Q4 		$219K Buy
4,796
+128
+3% +$5.68K 0.03% 184
2023
Q3 		$209K Hold
4,668
– – 0.03% 159
2023
Q2 		$219K Buy
+4,668
New +$223K 0.03% 156

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's KR Position: Q3 2025 in Review

Morningstar Investment Management sold out of Kroger (KR) in Q3 2025, closing a stake of 4,182 shares — an estimated $300K sold.

Morningstar Investment Management first reported a position in KR in Q2 2023 and held it in 8 quarters. The position peaked at $300K in Q2 2025. 1,350 funds tracked by Wall St. Rank hold KR as of Q3 2025.

  • Morningstar Investment Management reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 4,182 Kroger shares in Q3 2025, an estimated $300K.
  • Morningstar Investment Management first reported a position in Kroger in Q2 2023 and held it in 8 quarters.
  • Morningstar Investment Management's Kroger position peaked at $300K in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.