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Cornerstone Planning Group’s Krispy Kreme DNUT Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-31
Closed -$457 – 1236
2023
Q2 		$457 Buy
+31
New +$465 ﹤0.01% 1468
2022
Q4 		$364 Buy
+31
New +$422 ﹤0.01% 1479

Other funds holding DNUT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Planning Group's DNUT Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Krispy Kreme (DNUT) in Q3 2023, closing a stake of 31 shares — an estimated $457 sold.

Cornerstone Planning Group first reported a position in DNUT in Q4 2022 and held it in 2 quarters. The position peaked at $457 in Q2 2023. 131 funds tracked by Wall St. Rank hold DNUT as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Krispy Kreme position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 31 Krispy Kreme shares in Q3 2023, an estimated $457.
  • Cornerstone Planning Group first reported a position in Krispy Kreme in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Krispy Kreme position peaked at $457 in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.