Sovereign Investment Advisors’s Kroger KR Stock Holding History

Sovereign 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	–	Sell	-5,737	Closed	-$351K	–	68
2024 Q4	$351K	Buy	+5,737	New	+$337K	0.1%	65

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sovereign Investment Advisors sold out of Kroger (KR) in Q1 2025, closing a stake of 5,737 shares — an estimated $351K sold.

Sovereign Investment Advisors first reported a position in KR in Q4 2024 and held it in 1 quarter. The position peaked at $351K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold KR as of Q1 2025.

Sovereign Investment Advisors reported no remaining Kroger position as of Q1 2025 after selling out during the quarter.
Sovereign Investment Advisors sold 5,737 Kroger shares in Q1 2025, an estimated $351K.
Sovereign Investment Advisors first reported a position in Kroger in Q4 2024 and held it in 1 quarter.
Sovereign Investment Advisors's Kroger position peaked at $351K in Q4 2024.
1,358 funds tracked by Wall St. Rank held Kroger as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.