Stolper & Co’s Kroger KR Stock Holding History

Stolper & Co’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	-38,019	Closed	-$2.33M	–	89
2024 Q4	$2.33M	Buy	38,019 +359	+1%	+$21.1K	0.77%	35
2024 Q3	$2.16M	Sell	37,660 -419	-1%	-$22.5K	0.71%	39
2024 Q2	$1.9M	Sell	38,079 -128	-0.3%	-$6.89K	0.67%	44
2024 Q1	$2.18M	Buy	38,207 +1,305	+4%	+$64.3K	0.79%	36
2023 Q4	$1.69M	Sell	36,902 -655	-2%	-$29.1K	0.68%	47
2023 Q3	$1.68M	Sell	37,557 -375	-1%	-$17.6K	0.73%	41
2023 Q2	$1.78M	Buy	37,932 +135	+0.4%	+$6.44K	0.75%	40
2023 Q1	$1.87M	Buy	37,797 +496	+1%	+$22.7K	0.8%	36
2022 Q4	$1.66M	Sell	37,301 -7,383	-17%	-$339K	0.73%	44
2022 Q3	$1.96M	Buy	44,684 +2,608	+6%	+$124K	0.96%	37
2022 Q2	$1.99M	Buy	42,076 +1,361	+3%	+$72.5K	0.93%	37
2022 Q1	$2.34M	Buy	40,715 +1,240	+3%	+$61.6K	0.99%	33
2021 Q4	$1.79M	Buy	39,475 +646	+2%	+$27.2K	0.8%	39
2021 Q3	$1.57M	Buy	38,829 +490	+1%	+$20.6K	0.75%	44
2021 Q2	$1.47M	Buy	+38,339	New	+$1.44M	0.69%	45

Other funds holding KR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

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 $74.9B AUM 11.27% 1-Year Est. Return

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