CCM
KKD

Coe Capital Management’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Coe Capital Management’s Portfolio KKD Stock Details KKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-210,427
Closed -$4.15M – 298
2014
Q4 		$4.15M Buy
+210,427
New +$3.99M 1.32% 14

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Coe Capital Management's KKD Position: Q1 2015 in Review

Coe Capital Management sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q1 2015, closing a stake of 210,427 shares — an estimated $4.15M sold.

Coe Capital Management first reported a position in KKD in Q4 2014 and held it in 1 quarter. The position peaked at $4.15M in Q4 2014. 155 funds tracked by Wall St. Rank hold KKD as of Q1 2015.

  • Coe Capital Management reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q1 2015 after selling out during the quarter.
  • Coe Capital Management sold 210,427 KRISPY KREME DOUGHNUTS INC shares in Q1 2015, an estimated $4.15M.
  • Coe Capital Management first reported a position in KRISPY KREME DOUGHNUTS INC in Q4 2014 and held it in 1 quarter.
  • Coe Capital Management's KRISPY KREME DOUGHNUTS INC position peaked at $4.15M in Q4 2014.
  • 155 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q1 2015.

Based on Coe Capital Management's 13F filing for Q1 2015, filed 14 May 2015.