Beaird Harris Wealth Management’s Krispy Kreme DNUT Stock Holding History

Beaird Harris Wealth Management’s Portfolio DNUT Stock Details DNUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22	Hold	6	–	–	﹤0.01%	695
2026 Q1	$21	Hold	6	–	–	﹤0.01%	675
2025 Q4	$25	Hold	6	–	–	﹤0.01%	694
2025 Q3	$24	Hold	6	–	–	﹤0.01%	720
2025 Q2	$18	Hold	6	–	–	﹤0.01%	621
2025 Q1	$30	Hold	6	–	–	﹤0.01%	505
2024 Q4	$60	Hold	6	–	–	﹤0.01%	496
2024 Q3	$65	Hold	6	–	–	﹤0.01%	503
2024 Q2	$65	Hold	6	–	–	﹤0.01%	674
2024 Q1	$92	Hold	6	–	–	﹤0.01%	617
2023 Q4	$91	Hold	6	–	–	﹤0.01%	595
2023 Q3	$75	Hold	6	–	–	﹤0.01%	440
2023 Q2	$89	Buy	+6	New	+$90	﹤0.01%	444

Other funds holding DNUT

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Beaird Harris Wealth Management's DNUT Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Krispy Kreme (DNUT) position steady in Q2 2026 at 6 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Beaird Harris Wealth Management first reported a position in DNUT in Q2 2023 and has held it in 13 quarters since. The position peaked at $92 in Q1 2024. 10 funds tracked by Wall St. Rank hold DNUT as of Q2 2026.

Beaird Harris Wealth Management held 6 shares of Krispy Kreme worth $22 as of Q2 2026.
Beaird Harris Wealth Management left its Krispy Kreme share count unchanged in Q2 2026.
Krispy Kreme made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #695 holding.
Beaird Harris Wealth Management first reported a position in Krispy Kreme in Q2 2023 and has held it in 13 quarters since.
Beaird Harris Wealth Management's Krispy Kreme position peaked at $92 in Q1 2024.
10 funds tracked by Wall St. Rank held Krispy Kreme as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.