Covestor’s Krispy Kreme DNUT Stock Holding History

Covestor’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	$0	Sell	21 -199	-90%	-$687	﹤0.01%	2371
2025 Q4	$1K	Sell	220 -1	-0.5%	-$4	﹤0.01%	2029
2025 Q3	$1K	Hold	221	–	–	﹤0.01%	2048
2025 Q2	$1K	Buy	221 +11	+5%	+$38	﹤0.01%	1969
2025 Q1	$1K	Hold	210	–	–	﹤0.01%	1953
2024 Q4	$2K	Buy	210 +200	+2,000%	+$2.17K	﹤0.01%	1862
2024 Q3	$0	Sell	10 -1	-9%	-$11	﹤0.01%	2317
2024 Q2	$0	Hold	11	–	–	﹤0.01%	2334
2024 Q1	$0	Sell	11 -1	-8%	-$13	﹤0.01%	2336
2023 Q4	$0	Sell	12 -1	-8%	-$13	﹤0.01%	2249
2023 Q3	$0	Sell	13 -2	-13%	-$28	﹤0.01%	2227
2023 Q2	$0	Hold	15	–	–	﹤0.01%	2231
2023 Q1	$0	Hold	15	–	–	﹤0.01%	2136
2022 Q4	$0	Sell	15 -1	-6%	-$14	﹤0.01%	2169
2022 Q3	$0	Sell	16 -2	-11%	-$26	﹤0.01%	2112
2022 Q2	$0	Sell	18 -6	-25%	-$83	﹤0.01%	2014
2022 Q1	$0	Buy	+24	New	+$360	﹤0.01%	2192

Other funds holding DNUT

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return