SWA
KR icon

Sutton Wealth Advisors’s Kroger KR Stock Holding History

Sutton Wealth 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
2023
Q3 		$16.4K Buy
366
+35
+11% +$1.65K 0.01% 384
2023
Q2 		$15.6K Hold
331
– – 0.01% 387
2023
Q1 		$16.3K Sell
331
-7
-2% -$320 0.01% 337
2022
Q4 		$15.1K Hold
338
– – 0.01% 806
2022
Q3 		$14.8K Buy
338
+7
+2% +$333 0.01% 762
2022
Q2 		$15.7K Hold
331
– – 0.01% 748
2022
Q1 		$19K Hold
331
– – 0.01% 724
2021
Q4 		$15K Hold
331
– – 0.01% 803
2021
Q3 		$13.4K Buy
331
+6
+2% +$252 ﹤0.01% 816
2021
Q2 		$12.5K Hold
325
– – ﹤0.01% 839
2021
Q1 		$11.7K Buy
325
+132
+68% +$4.51K ﹤0.01% 830
2020
Q4 		$6.13K Sell
193
-11
-5% -$357 ﹤0.01% 942
2020
Q3 		$6.92K Hold
204
– – ﹤0.01% 833
2020
Q2 		$6.91K Buy
204
+20
+11% +$649 ﹤0.01% 795
2020
Q1 		$5.54K Buy
184
+32
+21% +$939 ﹤0.01% 795
2019
Q4 		$4.41K Hold
152
– – ﹤0.01% 964
2019
Q3 		$3.92K Hold
152
– – ﹤0.01% 974
2019
Q2 		$3.3K Buy
152
+12
+9% +$292 ﹤0.01% 987
2019
Q1 		$3.44K Buy
140
+31
+28% +$849 ﹤0.01% 984
2018
Q4 		$3K Hold
109
– – ﹤0.01% 949
2018
Q3 		$3.17K Hold
109
– – ﹤0.01% 957
2018
Q2 		$3.1K Hold
109
– – ﹤0.01% 972
2018
Q1 		$2.61K Hold
109
– – ﹤0.01% 984
2017
Q4 		$2.99K Hold
109
– – ﹤0.01% 938
2017
Q3 		$2.19K Buy
109
+10
+10% +$225 ﹤0.01% 945
2017
Q2 		$2.31K Hold
99
– – ﹤0.01% 949
2017
Q1 		$2.92K Sell
99
-1,727
-95% -$55.2K ﹤0.01% 904
2016
Q4 		$63K Buy
1,826
+1,722
+1,656% +$56.2K 0.06% 227
2016
Q3 		$3.09K Sell
104
-1,608
-94% -$53.5K ﹤0.01% 891
2016
Q2 		$63K Hold
1,712
– – 0.06% 216
2016
Q1 		$65.5K Buy
+1,712
New +$66.1K 0.06% 213

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sutton Wealth Advisors's KR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Kroger (KR) stake by 11% in Q3 2023, buying an estimated $1.65K and bringing the position to 366 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #384.

Sutton Wealth Advisors first reported a position in KR in Q1 2016 and has held it in 31 quarters since. The position peaked at $65.5K in Q1 2016. 1,074 funds tracked by Wall St. Rank hold KR as of Q3 2023.

  • Sutton Wealth Advisors held 366 shares of Kroger worth $16.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 35 Kroger shares in Q3 2023, an estimated $1.65K.
  • Kroger made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #384 holding.
  • Sutton Wealth Advisors first reported a position in Kroger in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Kroger position peaked at $65.5K in Q1 2016.
  • 1,074 funds tracked by Wall St. Rank held Kroger as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.