SIA
KR icon

Schechter Investment Advisors’s Kroger KR Stock Holding History

Schechter Investment 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
Q1 		$1.73M Sell
25,530
-1,612
-6% -$102K 0.14% 136
2024
Q4 		$1.66M Sell
27,142
-1,427
-5% -$83.7K 0.13% 153
2024
Q3 		$1.64M Sell
28,569
-603
-2% -$32.3K 0.12% 162
2024
Q2 		$1.46M Sell
29,172
-2,409
-8% -$130K 0.11% 178
2024
Q1 		$1.8M Buy
31,581
+78
+0.2% +$3.84K 0.14% 139
2023
Q4 		$1.44M Sell
31,503
-2,155
-6% -$95.7K 0.12% 159
2023
Q3 		$1.51M Sell
33,658
-6,533
-16% -$307K 0.15% 142
2023
Q2 		$1.89M Sell
40,191
-839
-2% -$40K 0.17% 117
2023
Q1 		$2.03M Buy
41,030
+3,546
+9% +$162K 0.19% 105
2022
Q4 		$1.67M Sell
37,484
-3,936
-10% -$181K 0.15% 149
2022
Q3 		$1.81M Sell
41,420
-34
-0.1% -$1.61K 0.18% 114
2022
Q2 		$1.96M Sell
41,454
-1,075
-3% -$57.3K 0.19% 98
2022
Q1 		$2.44M Sell
42,529
-456
-1% -$22.6K 0.23% 80
2021
Q4 		$1.95M Buy
+42,985
New +$1.81M 0.18% 122

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's KR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Kroger (KR) stake by 5.9% in Q1 2025, selling an estimated $102K and leaving 25,530 shares worth $1.73M. The position accounts for 0.14% of the portfolio, ranked #136.

Schechter Investment Advisors first reported a position in KR in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.44M in Q1 2022. 1,357 funds tracked by Wall St. Rank hold KR as of Q1 2025.

  • Schechter Investment Advisors held 25,530 shares of Kroger worth $1.73M as of Q1 2025.
  • Schechter Investment Advisors sold 1,612 Kroger shares in Q1 2025, an estimated $102K.
  • Kroger made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #136 holding.
  • Schechter Investment Advisors first reported a position in Kroger in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Kroger position peaked at $2.44M in Q1 2022.
  • 1,357 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.