Carson Wealth (CWM LLC)
DNUT icon

Carson Wealth (CWM LLC)’s Krispy Kreme DNUT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$192K Buy
56,539
+51,321
+984% +$177K ﹤0.01% 2770
2025
Q4 		$21K Buy
5,218
+1,963
+60% +$7.77K ﹤0.01% 4138
2025
Q3 		$13K Sell
3,255
-1,589
-33% -$5.48K ﹤0.01% 4340
2025
Q2 		$14K Buy
4,844
+3,853
+389% +$13.4K ﹤0.01% 4109
2025
Q1 		$5K Buy
991
+489
+97% +$3.74K ﹤0.01% 4438
2024
Q4 		$5K Sell
502
-38
-7% -$411 ﹤0.01% 4187
2024
Q3 		$6K Sell
540
-5
-0.9% -$54 ﹤0.01% 3996
2024
Q2 		$6K Buy
545
+39
+8% +$484 ﹤0.01% 3760
2024
Q1 		$8K Hold
506
– – ﹤0.01% 3446
2023
Q4 		$8K Hold
506
– – ﹤0.01% 3277
2023
Q3 		$6K Hold
506
– – ﹤0.01% 3357
2023
Q2 		$7K Hold
506
– – ﹤0.01% 3268
2023
Q1 		$8K Sell
506
-34
-6% -$441 ﹤0.01% 3068
2022
Q4 		$6K Buy
+540
New +$7.36K ﹤0.01% 3065
2022
Q3 		– Sell
-42
Closed -$1K – 3963
2022
Q2 		$1K Buy
+42
New +$580 ﹤0.01% 3525

Other funds holding DNUT

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return