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Morningstar Investment Services’s Kroger KR Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-38,828
Closed -$2.19M – 278
2024
Q3 		$2.19M Buy
38,828
+1,859
+5% +$99.7K 0.02% 168
2024
Q2 		$1.82M Buy
36,969
+549
+2% +$29.6K 0.02% 167
2024
Q1 		$2.07M Sell
36,420
-34,269
-48% -$1.69M 0.02% 155
2023
Q4 		$3.19M Buy
70,689
+36,644
+108% +$1.63M 0.02% 168
2023
Q3 		$1.53M Buy
34,045
+1,033
+3% +$48.6K 0.02% 161
2023
Q2 		$1.53M Buy
33,012
+2,084
+7% +$99.4K 0.02% 163
2023
Q1 		$1.52M Buy
30,928
+2,046
+7% +$93.5K 0.02% 159
2022
Q4 		$1.29M Buy
28,882
+582
+2% +$26.7K 0.02% 154
2022
Q3 		$1.29M Sell
28,300
-1,483
-5% -$70.5K 0.02% 152
2022
Q2 		$1.44M Buy
29,783
+6,297
+27% +$336K 0.02% 157
2022
Q1 		$1.32M Buy
23,486
+3,925
+20% +$195K 0.01% 169
2021
Q4 		$885K Buy
19,561
+3,383
+21% +$142K 0.01% 179
2021
Q3 		$667K Buy
16,178
+1,387
+9% +$58.2K 0.01% 181
2021
Q2 		$575K Buy
14,791
+2,396
+19% +$90.2K 0.01% 184
2021
Q1 		$472K Buy
12,395
+2,190
+21% +$74.8K 0.01% 183
2020
Q4 		$324K Sell
10,205
-105
-1% -$3.4K ﹤0.01% 179
2020
Q3 		$348K Buy
10,310
+342
+3% +$11.8K 0.01% 176
2020
Q2 		$340K Sell
9,968
-112
-1% -$3.63K 0.01% 170
2020
Q1 		$299K Buy
10,080
+1,473
+17% +$43.2K 0.01% 176
2019
Q4 		$250K Sell
8,607
-716
-8% -$19K ﹤0.01% 176
2019
Q3 		$240K Buy
+9,323
New +$217K ﹤0.01% 176

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's KR Position: Q4 2024 in Review

Morningstar Investment Services sold out of Kroger (KR) in Q4 2024, closing a stake of 38,828 shares — an estimated $2.19M sold.

Morningstar Investment Services first reported a position in KR in Q3 2019 and held it in 21 quarters. The position peaked at $3.19M in Q4 2023. 1,309 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • Morningstar Investment Services reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 38,828 Kroger shares in Q4 2024, an estimated $2.19M.
  • Morningstar Investment Services first reported a position in Kroger in Q3 2019 and held it in 21 quarters.
  • Morningstar Investment Services's Kroger position peaked at $3.19M in Q4 2023.
  • 1,309 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.