Sage Mountain Advisors’s Kroger KR Stock Holding History

Sage Mountain Advisors’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 Q2	–	Sell	-4,097	Closed	-$277K	–	531
2025 Q1	$277K	Sell	4,097 -577	-12%	-$36.6K	0.02%	316
2024 Q4	$286K	Buy	+4,674	New	+$274K	0.02%	302

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's KR Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Kroger (KR) in Q2 2025, closing a stake of 4,097 shares — an estimated $277K sold.

Sage Mountain Advisors first reported a position in KR in Q4 2024 and held it in 2 quarters. The position peaked at $286K in Q4 2024. 1,393 funds tracked by Wall St. Rank hold KR as of Q2 2025.

Sage Mountain Advisors reported no remaining Kroger position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 4,097 Kroger shares in Q2 2025, an estimated $277K.
Sage Mountain Advisors first reported a position in Kroger in Q4 2024 and held it in 2 quarters.
Sage Mountain Advisors's Kroger position peaked at $286K in Q4 2024.
1,393 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.