Caldwell Trust’s Dunkin' Brands Group, Inc. DNKN Stock Holding History

Caldwell Trust’s Portfolio DNKN Stock Details DNKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-400	Closed	-$32.8K	–	739
2020 Q3	$32.8K	Hold	400	–	–	0.01%	462
2020 Q2	$26.1K	Hold	400	–	–	﹤0.01%	513
2020 Q1	$21.2K	Sell	400 -100	-20%	-$6.93K	﹤0.01%	543
2019 Q4	$37.8K	Buy	+500	New	+$37.8K	0.01%	497

Other funds holding DNKN

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Caldwell Trust's DNKN Position: Q4 2020 in Review

Caldwell Trust sold out of Dunkin' Brands Group, Inc. (DNKN) in Q4 2020, closing a stake of 400 shares — an estimated $32.8K sold.

Caldwell Trust first reported a position in DNKN in Q4 2019 and held it in 4 quarters. The position peaked at $37.8K in Q4 2019. 2 funds tracked by Wall St. Rank hold DNKN as of Q4 2020.

Caldwell Trust reported no remaining Dunkin' Brands Group, Inc. position as of Q4 2020 after selling out during the quarter.
Caldwell Trust sold 400 Dunkin' Brands Group, Inc. shares in Q4 2020, an estimated $32.8K.
Caldwell Trust first reported a position in Dunkin' Brands Group, Inc. in Q4 2019 and held it in 4 quarters.
Caldwell Trust's Dunkin' Brands Group, Inc. position peaked at $37.8K in Q4 2019.
2 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.