Kraft Davis & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kraft Davis & Associates’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Sell	1,921 -1,666	-46%	-$168K	0.04%	154
2026 Q1	$359K	Sell	3,587 -2,323	-39%	-$241K	0.08%	106
2025 Q4	$631K	Sell	5,910 -18,693	-76%	-$1.91M	0.14%	74
2025 Q3	$2.49M	Sell	24,603 -17,014	-41%	-$1.66M	0.61%	37
2025 Q2	$4.12M	Sell	41,617 -9,239	-18%	-$810K	1.13%	25
2025 Q1	$4.15M	Buy	50,856 +1,510	+3%	+$139K	1.34%	26
2024 Q4	$4.51M	Buy	49,346 +11,247	+30%	+$1.08M	1.29%	24
2024 Q3	$3.6M	Buy	38,099 +372	+1%	+$34K	1.07%	27
2024 Q2	$3.41M	Sell	37,727 -7,551	-17%	-$656K	1.03%	26
2024 Q1	$4.01M	Sell	45,278 -2,527	-5%	-$217K	1.21%	26
2023 Q4	$4.04M	Sell	47,805 -3,746	-7%	-$291K	1.21%	26
2023 Q3	$3.8M	Sell	51,551 -790	-2%	-$62.9K	1.43%	26
2023 Q2	$4.2M	Buy	+52,341	New	+$3.94M	1.46%	24
2022 Q4	$849K	Buy	+11,564	New	+$750K	0.34%	47

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kraft Davis & Associates's MOAT Position: Q2 2026 in Review

Kraft Davis & Associates reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 46% in Q2 2026, selling an estimated $168K and leaving 1,921 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #154.

Kraft Davis & Associates first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.51M in Q4 2024. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Kraft Davis & Associates held 1,921 shares of VanEck Morningstar Wide Moat ETF worth $201K as of Q2 2026.
Kraft Davis & Associates sold 1,666 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $168K.
VanEck Morningstar Wide Moat ETF made up 0.04% of Kraft Davis & Associates's portfolio in Q2 2026, its #154 holding.
Kraft Davis & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
Kraft Davis & Associates's VanEck Morningstar Wide Moat ETF position peaked at $4.51M in Q4 2024.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.