Sierra Ocean’s Kroger KR Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-117	Closed	-$8.45K	–	531
2025 Q2	$8.45K	Buy	117 +1	+0.9%	+$69	0.01%	482
2025 Q1	$7.91K	Buy	116 +19	+20%	+$1.2K	0.01%	486
2024 Q4	$5.98K	Buy	+97	New	+$5.69K	﹤0.01%	534

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Ocean's KR Position: Q3 2025 in Review

Sierra Ocean sold out of Kroger (KR) in Q3 2025, closing a stake of 117 shares — an estimated $8.45K sold.

Sierra Ocean first reported a position in KR in Q4 2024 and held it in 3 quarters. The position peaked at $8.45K in Q2 2025. 1,351 funds tracked by Wall St. Rank hold KR as of Q3 2025.

Sierra Ocean reported no remaining Kroger position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 117 Kroger shares in Q3 2025, an estimated $8.45K.
Sierra Ocean first reported a position in Kroger in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Kroger position peaked at $8.45K in Q2 2025.
1,351 funds tracked by Wall St. Rank held Kroger as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.