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JFS Wealth Advisors’s Krispy Kreme DNUT Stock Holding History

JFS Wealth 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
2025
Q1 		– Sell
-12
Closed -$120 – 1951
2024
Q4 		$120 Sell
12
-8
-40% -$87 ﹤0.01% 1876
2024
Q3 		$215 Sell
20
-8
-29% -$87 ﹤0.01% 1863
2024
Q2 		$302 Hold
28
– – ﹤0.01% 1866
2024
Q1 		$427 Hold
28
– – ﹤0.01% 1814
2023
Q4 		$423 Sell
28
-10
-26% -$132 ﹤0.01% 1830
2023
Q3 		$474 Buy
38
+29
+322% +$405 ﹤0.01% 1757
2023
Q2 		$133 Buy
9
+4
+80% +$60 ﹤0.01% 1910
2023
Q1 		$78 Buy
+5
New +$65 ﹤0.01% 1906

Other funds holding DNUT

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's DNUT Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Krispy Kreme (DNUT) in Q1 2025, closing a stake of 12 shares — an estimated $120 sold.

JFS Wealth Advisors first reported a position in DNUT in Q1 2023 and held it in 8 quarters. The position peaked at $474 in Q3 2023. 170 funds tracked by Wall St. Rank hold DNUT as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Krispy Kreme position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 12 Krispy Kreme shares in Q1 2025, an estimated $120.
  • JFS Wealth Advisors first reported a position in Krispy Kreme in Q1 2023 and held it in 8 quarters.
  • JFS Wealth Advisors's Krispy Kreme position peaked at $474 in Q3 2023.
  • 170 funds tracked by Wall St. Rank held Krispy Kreme as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.