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Wunderlich Capital Managemnt’s Kroger KR Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$2.24M Buy
44,770
+2,661
+6% +$143K 1% 43
2024
Q1 		$2.41M Sell
42,109
-2,302
-5% -$113K 1.08% 41
2023
Q4 		$2.03M Buy
44,411
+34,844
+364% +$1.55M 0.91% 48
2023
Q3 		$428K Buy
9,567
+1,001
+12% +$47.1K 0.21% 68
2023
Q2 		$403K Buy
+8,566
New +$409K 0.2% 68
2017
Q3 		– Sell
-40,266
Closed -$939K – 95
2017
Q2 		$939K Sell
40,266
-378
-0.9% -$10.7K 0.7% 71
2017
Q1 		$1.2M Buy
40,644
+31,786
+359% +$1.02M 0.94% 60
2016
Q4 		$306K Buy
8,858
+2,067
+30% +$67.4K 0.25% 81
2016
Q3 		$202K Buy
6,791
+1,417
+26% +$47.1K 0.16% 89
2016
Q2 		$198K Buy
+5,374
New +$193K 0.17% 83

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wunderlich Capital Managemnt's KR Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Kroger (KR) stake by 6.3% in Q2 2024, buying an estimated $143K and bringing the position to 44,770 shares worth $2.24M. The position accounts for 1% of the portfolio, ranked #43.

Wunderlich Capital Managemnt first reported a position in KR in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.41M in Q1 2024. 1,173 funds tracked by Wall St. Rank hold KR as of Q2 2024.

  • Wunderlich Capital Managemnt held 44,770 shares of Kroger worth $2.24M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 2,661 Kroger shares in Q2 2024, an estimated $143K.
  • Kroger made up 1% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #43 holding.
  • Wunderlich Capital Managemnt first reported a position in Kroger in Q2 2016 and has held it in 10 quarters since.
  • Wunderlich Capital Managemnt's Kroger position peaked at $2.41M in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held Kroger as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.