Position in DNUT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,673
+$7,970 QoQ
Shares Held
2,741
+546.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 181 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DNUT Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $665,642 across 11 Grocery Stores names. DNUT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFM |
Sprouts Farmers Market, Inc.
|
3,666 | $310,066 | |
| 2 | KR |
Kroger Co
|
3,946 | $219,116 | |
| 3 | ACI |
Albertsons Companies, Inc.
|
4,315 | $58,379 | |
| 4 | GO |
Grocery Outlet Holding Corp.
|
3,697 | $36,894 | |
| 5 | WMK |
Weis Markets Inc
|
241 | $18,869 | |
| 6 | DNUT |
Krispy Kreme, Inc.
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|
2,741 | $9,673 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
191 | $5,923 | |
| 8 | IMKTA |
Ingles Markets Inc
|
46 | $4,072 |
All Filings in DNUT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,673 | 2,741 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $1,703 | 424 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,510 | 649 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $773 | 266 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,584 | 322 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $49 | 5 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||