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IFP Advisors’s Krispy Kreme DNUT Stock Holding History

IFP Advisors’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 		$31.1K Sell
9,172
-202
-2% -$697 ﹤0.01% 2527
2025
Q4 		$37.7K Sell
9,374
-3,000
-24% -$11.9K ﹤0.01% 2358
2025
Q3 		$47.9K Sell
12,374
-4
-0% -$14 ﹤0.01% 2094
2025
Q2 		$36.1K Buy
12,378
+3,178
+35% +$11.1K ﹤0.01% 2218
2025
Q1 		$45.3K Sell
9,200
-3,142
-25% -$24K ﹤0.01% 1938
2024
Q4 		$123K Sell
12,342
-1,992
-14% -$21.6K ﹤0.01% 1365
2024
Q3 		$154K Buy
14,334
+7,131
+99% +$77.6K 0.01% 1210
2024
Q2 		$77.5K Buy
7,203
+6,003
+500% +$74.5K ﹤0.01% 1472
2024
Q1 		$18.3K Buy
1,200
+1,000
+500% +$13.3K ﹤0.01% 2009
2023
Q4 		$3.02K Hold
200
– – ﹤0.01% 2567
2023
Q3 		$2.49K Sell
200
-27
-12% -$377 ﹤0.01% 2769
2023
Q2 		$3.34K Buy
227
+27
+14% +$405 ﹤0.01% 2683
2023
Q1 		$4.2K Hold
200
– – ﹤0.01% 2644
2022
Q4 		$4K Sell
200
-33
-14% -$449 ﹤0.01% 3880
2022
Q3 		$5K Buy
233
+33
+17% +$434 ﹤0.01% 4013
2022
Q2 		$4K Hold
200
– – ﹤0.01% 3879
2022
Q1 		$4K Hold
200
– – ﹤0.01% 3879
2021
Q4 		$4K Sell
200
-140
-41% -$2.06K ﹤0.01% 2563
2021
Q3 		$5K Buy
+340
New +$5.45K ﹤0.01% 2546

Other funds holding DNUT

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B 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 $5.7T 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