Merit Financial Group’s Krispy Kreme DNUT Stock Holding History

Merit Financial Group’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	$40.7K	Buy	+11,530	New	+$41.2K	﹤0.01%	2302

Other funds holding DNUT

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Merit Financial Group's DNUT Position: Q2 2026 in Review

Merit Financial Group opened a new position in Krispy Kreme (DNUT) in Q2 2026: 11,530 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #2302 among its holdings.

10 funds tracked by Wall St. Rank hold DNUT as of Q2 2026.

Merit Financial Group held 11,530 shares of Krispy Kreme worth $40.7K as of Q2 2026.
Krispy Kreme was a new Merit Financial Group position in Q2 2026.
Krispy Kreme made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2302 holding.
10 funds tracked by Wall St. Rank held Krispy Kreme as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.