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Simon Quick Advisors’s Kroger KR Stock Holding History

Simon Quick 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
-5,329
Closed -$361K – 501
2025
Q1 		$361K Buy
5,329
+1,277
+32% +$80.9K 0.02% 378
2024
Q4 		$248K Buy
+4,052
New +$238K 0.01% 396
2020
Q4 		– Sell
-948
Closed -$32K – 499
2020
Q3 		$32K Sell
948
-1,416
-60% -$48.9K 0.01% 253
2020
Q2 		$80K Sell
2,364
-292
-11% -$9.47K 0.03% 149
2020
Q1 		$80K Buy
2,656
+2,348
+762% +$68.9K 0.03% 137
2019
Q4 		$9K Buy
+308
New +$8.16K ﹤0.01% 412
2017
Q4 		– Sell
-1,800
Closed -$36K – 537
2017
Q3 		$36K Buy
+1,800
New +$40.6K 0.01% 308

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simon Quick Advisors's KR Position: Q2 2025 in Review

Simon Quick Advisors sold out of Kroger (KR) in Q2 2025, closing a stake of 5,329 shares — an estimated $361K sold.

Simon Quick Advisors first reported a position in KR in Q3 2017 and held it in 7 quarters. The position peaked at $361K in Q1 2025. 1,396 funds tracked by Wall St. Rank hold KR as of Q2 2025.

  • Simon Quick Advisors reported no remaining Kroger position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 5,329 Kroger shares in Q2 2025, an estimated $361K.
  • Simon Quick Advisors first reported a position in Kroger in Q3 2017 and held it in 7 quarters.
  • Simon Quick Advisors's Kroger position peaked at $361K in Q1 2025.
  • 1,396 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.