Unique Wealth Strategies’s Kroger KR Stock Holding History

Unique Wealth Strategies’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	-9,189	Closed	-$527K	–	216
2024 Q3	$527K	Buy	9,189 +9,152	+24,735%	+$491K	0.22%	119
2024 Q2	$2.11K	Buy	+37	New	+$1.99K	﹤0.01%	478
2024 Q1	–	Sell	-15,611	Closed	-$714K	–	197
2023 Q4	$714K	Buy	+15,611	New	+$693K	0.48%	81

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

Unique Wealth Strategies's KR Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Kroger (KR) in Q4 2024, closing a stake of 9,189 shares — an estimated $527K sold.

Unique Wealth Strategies first reported a position in KR in Q4 2023 and held it in 3 quarters. The position peaked at $714K in Q4 2023. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

Unique Wealth Strategies reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
Unique Wealth Strategies sold 9,189 Kroger shares in Q4 2024, an estimated $527K.
Unique Wealth Strategies first reported a position in Kroger in Q4 2023 and held it in 3 quarters.
Unique Wealth Strategies's Kroger position peaked at $714K in Q4 2023.
1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.