United Advisor Group’s Kroger KR Stock Holding History

United Advisor Group’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
2026 Q1	$235K	Buy	+3,241	New	+$219K	0.03%	454
2025 Q4	–	Sell	-3,253	Closed	-$219K	–	502
2025 Q3	$219K	Buy	3,253 +219	+7%	+$15.2K	0.03%	429
2025 Q2	$218K	Sell	3,034 -1,863	-38%	-$129K	0.04%	363
2025 Q1	$331K	Sell	4,897 -1,006	-17%	-$63.8K	0.07%	262
2024 Q4	$361K	Buy	5,903 +659	+13%	+$38.7K	0.07%	257
2024 Q3	$300K	Buy	5,244 +13	+0.2%	+$697	0.07%	283
2024 Q2	$261K	Buy	+5,231	New	+$282K	0.08%	220

Other funds holding KR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments

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