NEOS Investment Management’s Kroger KR Stock Holding History

NEOS 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
2026 Q1	$6.35M	Sell	87,706 -29,836	-25%	-$2.02M	0.03%	296
2025 Q4	$7.34M	Buy	117,542 +17,274	+17%	+$1.13M	0.04%	274
2025 Q3	$6.76M	Buy	100,268 +41,880	+72%	+$2.92M	0.05%	260
2025 Q2	$4.19M	Buy	58,388 +12,481	+27%	+$862K	0.05%	270
2025 Q1	$3.11M	Buy	45,907 +8,768	+24%	+$556K	0.06%	264
2024 Q4	$2.27M	Buy	37,139 +8,705	+31%	+$511K	0.05%	276
2024 Q3	$1.63M	Buy	28,434 +5,684	+25%	+$305K	0.05%	300
2024 Q2	$1.14M	Buy	22,750 +6,972	+44%	+$375K	0.05%	305
2024 Q1	$901K	Buy	15,778 +6,422	+69%	+$316K	0.06%	285
2023 Q4	$428K	Buy	9,356 +2,647	+39%	+$118K	0.04%	316
2023 Q3	$300K	Buy	+6,709	New	+$316K	0.04%	278

Other funds holding KR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return