Carson Wealth (CWM LLC)
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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 $289B AUM 60.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DNUT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Krispy Kreme (DNUT) stake by 984% in Q1 2026, buying an estimated $177K and bringing the position to 56,539 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Carson Wealth (CWM LLC) first reported a position in DNUT in Q2 2022 and has held it in 15 quarters since. 176 funds tracked by Wall St. Rank hold DNUT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56,539 shares of Krispy Kreme worth $192K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 51,321 Krispy Kreme shares in Q1 2026, an estimated $177K.
  • Krispy Kreme made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2770 holding.
  • Carson Wealth (CWM LLC) first reported a position in Krispy Kreme in Q2 2022 and has held it in 15 quarters since.
  • 176 funds tracked by Wall St. Rank held Krispy Kreme as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.