Wealth Advisors of Iowa’s Kroger KR Stock Holding History

Wealth Advisors of Iowa’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	-4,000	Closed	-$229K	–	69
2024 Q3	$229K	Buy	+4,000	New	+$215K	0.12%	61
2024 Q2	–	Sell	-4,000	Closed	-$229K	–	62
2024 Q1	$229K	Buy	+4,000	New	+$197K	0.14%	56
2022 Q1	–	Sell	-8,000	Closed	-$362K	–	66
2021 Q4	$362K	Buy	+8,000	New	+$336K	0.2%	39

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

Wealth Advisors of Iowa's KR Position: Q4 2024 in Review

Wealth Advisors of Iowa sold out of Kroger (KR) in Q4 2024, closing a stake of 4,000 shares — an estimated $229K sold.

Wealth Advisors of Iowa first reported a position in KR in Q4 2021 and held it in 3 quarters. The position peaked at $362K in Q4 2021. 1,309 funds tracked by Wall St. Rank hold KR as of Q4 2024.

Wealth Advisors of Iowa reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
Wealth Advisors of Iowa sold 4,000 Kroger shares in Q4 2024, an estimated $229K.
Wealth Advisors of Iowa first reported a position in Kroger in Q4 2021 and held it in 3 quarters.
Wealth Advisors of Iowa's Kroger position peaked at $362K in Q4 2021.
1,309 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Wealth Advisors of Iowa's 13F filing for Q4 2024, filed 11 Feb 2025.