Position in DNUT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$222
-$1,654 QoQ
Shares Held
63
-90.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 181 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DNUT Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Clearstead Advisors, LLC holds $13,282,716 across 8 Grocery Stores names. DNUT ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACI |
Albertsons Companies, Inc.
|
889,014 | $12,028,359 | |
| 2 | KR |
Kroger Co
|
22,317 | $1,239,263 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
|
156 | $13,194 | |
| 4 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
33 | $1,023 | |
| 5 | GO |
Grocery Outlet Holding Corp.
|
29 | $289 | |
| 6 | DNUT |
Krispy Kreme, Inc.
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|
63 | $222 | |
| 7 | VLGEA |
Village Super Market Inc
|
5 | $210 | |
| 8 | WMK |
Weis Markets Inc
|
2 | $156 |
All Filings in DNUT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222 | 63 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $1,876 | 645 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,173 | 645 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,404 | 645 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,927 | 645 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,940 | 645 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,826 | 645 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,733 | 645 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,043 | 645 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||