Simplicity Wealth’s Kroger KR Stock Holding History

Simplicity Wealth’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 Q4	–	Sell	-7,889	Closed	-$452K	–	445
2024 Q3	$452K	Sell	7,889 -11,501	-59%	-$617K	0.04%	312
2024 Q2	$968K	Sell	19,390 -74	-0.4%	-$3.98K	0.02%	540
2024 Q1	$1.11M	Buy	+19,464	New	+$959K	0.03%	485

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Simplicity Wealth's KR Position: Q4 2024 in Review

Simplicity Wealth sold out of Kroger (KR) in Q4 2024, closing a stake of 7,889 shares — an estimated $452K sold.

Simplicity Wealth first reported a position in KR in Q1 2024 and held it in 3 quarters. The position peaked at $1.11M in Q1 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

Simplicity Wealth reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
Simplicity Wealth sold 7,889 Kroger shares in Q4 2024, an estimated $452K.
Simplicity Wealth first reported a position in Kroger in Q1 2024 and held it in 3 quarters.
Simplicity Wealth's Kroger position peaked at $1.11M in Q1 2024.
1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.