The Family Firm’s Kroger KR Stock Holding History

The Family Firm’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	-3,487	Closed	-$236K	–	150
2025 Q1	$236K	Buy	3,487 +8	+0.2%	+$507	0.05%	191
2024 Q4	$213K	Buy	+3,479	New	+$204K	0.05%	199
2024 Q3	–	Sell	-3,464	Closed	-$173K	–	562
2024 Q2	$173K	Buy	+3,464	New	+$187K	0.04%	216

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

The Family Firm's KR Position: Q2 2025 in Review

The Family Firm sold out of Kroger (KR) in Q2 2025, closing a stake of 3,487 shares — an estimated $236K sold.

The Family Firm first reported a position in KR in Q2 2024 and held it in 3 quarters. The position peaked at $236K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold KR as of Q2 2025.

The Family Firm reported no remaining Kroger position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 3,487 Kroger shares in Q2 2025, an estimated $236K.
The Family Firm first reported a position in Kroger in Q2 2024 and held it in 3 quarters.
The Family Firm's Kroger position peaked at $236K in Q1 2025.
1,394 funds tracked by Wall St. Rank held Kroger as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.