Cary Street Partners Investment Advisory’s Krispy Kreme DNUT Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-135	Closed	-$1.68K	–	910
2023 Q3	$1.68K	Hold	135	–	–	﹤0.01%	1687
2023 Q2	$1.99K	Hold	135	–	–	﹤0.01%	1587
2023 Q1	$2.1K	Hold	135	–	–	﹤0.01%	1493
2022 Q4	$1.39K	Buy	+135	New	+$1.84K	﹤0.01%	1549

Other funds holding DNUT

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's DNUT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Krispy Kreme (DNUT) in Q4 2023, closing a stake of 135 shares — an estimated $1.68K sold.

Cary Street Partners Investment Advisory first reported a position in DNUT in Q4 2022 and held it in 4 quarters. The position peaked at $2.1K in Q1 2023. 133 funds tracked by Wall St. Rank hold DNUT as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Krispy Kreme position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 135 Krispy Kreme shares in Q4 2023, an estimated $1.68K.
Cary Street Partners Investment Advisory first reported a position in Krispy Kreme in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Krispy Kreme position peaked at $2.1K in Q1 2023.
133 funds tracked by Wall St. Rank held Krispy Kreme as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.