Creative Planning
DNUT icon

Creative Planning’s Krispy Kreme DNUT Stock Holding History

Creative Planning’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 		$309K Sell
91,055
-58,808
-39% -$203K ﹤0.01% 3412
2025
Q4 		$602K Buy
149,863
+26,032
+21% +$103K ﹤0.01% 2681
2025
Q3 		$479K Buy
123,831
+56,757
+85% +$196K ﹤0.01% 2763
2025
Q2 		$195K Buy
67,074
+57,036
+568% +$199K ﹤0.01% 3233
2025
Q1 		$49.4K Buy
10,038
+9,749
+3,373% +$74.5K ﹤0.01% 3346
2024
Q4 		$2.87K Buy
+289
New +$3.13K ﹤0.01% 3441

Other funds holding DNUT

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
VCM
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
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's DNUT Position: Q1 2026 in Review

Creative Planning reduced its Krispy Kreme (DNUT) stake by 39% in Q1 2026, selling an estimated $203K and leaving 91,055 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Creative Planning first reported a position in DNUT in Q4 2024 and has held it in 6 quarters since. The position peaked at $602K in Q4 2025. 175 funds tracked by Wall St. Rank hold DNUT as of Q1 2026.

  • Creative Planning held 91,055 shares of Krispy Kreme worth $309K as of Q1 2026.
  • Creative Planning sold 58,808 Krispy Kreme shares in Q1 2026, an estimated $203K.
  • Krispy Kreme made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3412 holding.
  • Creative Planning first reported a position in Krispy Kreme in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Krispy Kreme position peaked at $602K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Krispy Kreme as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.