Obermeyer Wealth Partners’s Kroger KR Stock Holding History

Obermeyer Wealth Partners’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	$348K	Hold	4,811	–	–	0.02%	214
2025 Q4	$301K	Hold	4,811	–	–	0.01%	237
2025 Q3	$324K	Buy	4,811 +82	+2%	+$5.71K	0.02%	220
2025 Q2	$339K	Hold	4,729	–	–	0.02%	204
2025 Q1	$320K	Sell	4,729 -316	-6%	-$20K	0.02%	196
2024 Q4	$309K	Hold	5,045	–	–	0.02%	203
2024 Q3	$289K	Buy	5,045 +413	+9%	+$22.2K	0.02%	208
2024 Q2	$231K	Sell	4,632 -450	-9%	-$24.2K	0.01%	218
2024 Q1	$290K	Hold	5,082	–	–	0.02%	197
2023 Q4	$232K	Hold	5,082	–	–	0.02%	199
2023 Q3	$227K	Sell	5,082 -928	-15%	-$43.7K	0.02%	188
2023 Q2	$282K	Hold	6,010	–	–	0.02%	166
2023 Q1	$297K	Sell	6,010 -2,976	-33%	-$136K	0.02%	162
2022 Q4	$401K	Hold	8,986	–	–	0.03%	133
2022 Q3	$393K	Buy	+8,986	New	+$427K	0.03%	125
2013 Q3	–	Sell	-750	Closed	-$13K	–	181
2013 Q2	$13K	Buy	+750	New	+$12.8K	﹤0.01%	246

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