Compass Wealth Management’s Krispy Kreme DNUT Stock Holding History

Compass Wealth Management’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 Q3	$21.5K	Buy	+7,500	New	+$24.5K	﹤0.01%	322

Other funds holding DNUT

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Compass Wealth Management's DNUT Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Krispy Kreme (DNUT) in Q3 2026: 7,500 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings.

15 funds tracked by Wall St. Rank hold DNUT as of Q3 2026.

Compass Wealth Management held 7,500 shares of Krispy Kreme worth $21.5K as of Q3 2026.
Krispy Kreme was a new Compass Wealth Management position in Q3 2026.
Krispy Kreme made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #322 holding.
15 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.