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John Overdeck’s Krispy Kreme DNUT Stock Holding History

John Overdeck’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
Q2 		$11.7M Buy
3,328,560
+1,455,798
+78% +$5.2M 0.01% 1398
2026
Q1 		$6.35M Buy
1,872,762
+1,740,142
+1,312% +$6.01M 0.01% 1775
2025
Q4 		$533K Hold
132,620
– – ﹤0.01% 3269
2025
Q3 		$513K Buy
+132,620
New +$457K ﹤0.01% 2970
2024
Q3 		– Sell
-123,082
Closed -$1.32M – 3160
2024
Q2 		$1.32M Sell
123,082
-50,095
-29% -$622K ﹤0.01% 1819
2024
Q1 		$2.64M Buy
+173,177
New +$2.31M 0.01% 1305

Other funds holding DNUT

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's DNUT Position: Q2 2026 in Review

John Overdeck increased its Krispy Kreme (DNUT) stake by 78% in Q2 2026, buying an estimated $5.2M and bringing the position to 3,328,560 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #1398.

John Overdeck first reported a position in DNUT in Q1 2024 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold DNUT as of Q2 2026.

  • John Overdeck held 3,328,560 shares of Krispy Kreme worth $11.7M as of Q2 2026.
  • John Overdeck bought 1,455,798 Krispy Kreme shares in Q2 2026, an estimated $5.2M.
  • Krispy Kreme made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1398 holding.
  • John Overdeck first reported a position in Krispy Kreme in Q1 2024 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held Krispy Kreme as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.