Virtus Investment Advisers’s Kroger KR Stock Holding History

Virtus Investment Advisers’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	-1,925	Closed	-$118K	–	582
2024 Q4	$118K	Hold	1,925	–	–	0.09%	244
2024 Q3	$110K	Sell	1,925 -800	-29%	-$42.9K	0.09%	242
2024 Q2	$136K	Sell	2,725 -139	-5%	-$7.48K	0.12%	215
2024 Q1	$164K	Hold	2,864	–	–	0.12%	208
2023 Q4	$131K	Buy	+2,864	New	+$127K	0.1%	224
2022 Q4	–	Sell	-5,781	Closed	-$253K	–	353
2022 Q3	$253K	Buy	+5,781	New	+$275K	0.12%	167
2018 Q1	–	Sell	-6,863	Closed	-$188K	–	251
2017 Q4	$188K	Sell	6,863 -903	-12%	-$21K	0.02%	409
2017 Q3	$156K	Sell	7,766 -373	-5%	-$8.41K	0.02%	438
2017 Q2	$190K	Sell	8,139 -1,025	-11%	-$29.1K	0.02%	428
2017 Q1	$270K	Buy	+9,164	New	+$293K	0.02%	381
2016 Q4	–	Sell	-45,709	Closed	-$1.36M	–	507
2016 Q3	$1.36M	Buy	+45,709	New	+$1.52M	0.09%	265

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