PCS
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Personal CFO Solutions’s Kroger KR Stock Holding History

Personal CFO Solutions’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
Q1 		– Sell
-5,356
Closed -$245K – 564
2023
Q4 		$245K Sell
5,356
-1,586
-23% -$70.4K 0.04% 431
2023
Q3 		$311K Sell
6,942
-7
-0.1% -$329 0.06% 311
2023
Q2 		$327K Sell
6,949
-621
-8% -$29.6K 0.07% 310
2023
Q1 		$374K Buy
+7,570
New +$346K 0.08% 261
2021
Q4 		– Sell
-15,353
Closed -$621K – 495
2021
Q3 		$621K Sell
15,353
-220
-1% -$9.24K 0.13% 157
2021
Q2 		$597K Buy
15,573
+959
+7% +$36.1K 0.12% 162
2021
Q1 		$526K Buy
14,614
+2,284
+19% +$78K 0.11% 163
2020
Q4 		$392K Buy
+12,330
New +$400K 0.1% 197

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return