Private Wealth Management Group’s Krispy Kreme DNUT Stock Holding History

Private Wealth Management 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 Q3	$4.09K	Sell	1,426 -10	-0.7%	-$33	﹤0.01%	957
2026 Q2	$5.07K	Hold	1,436	–	–	﹤0.01%	840
2026 Q1	$4.87K	Sell	1,436 -331	-19%	-$1.14K	﹤0.01%	781
2025 Q4	$7.1K	Hold	1,767	–	–	﹤0.01%	634
2025 Q3	$6.84K	Hold	1,767	–	–	﹤0.01%	666
2025 Q2	$5.14K	Buy	+1,767	New	+$6.17K	﹤0.01%	744
2024 Q4	–	Sell	-133	Closed	-$1.43K	–	1525
2024 Q3	$1.43K	Sell	133 -38	-22%	-$413	﹤0.01%	1185
2024 Q2	$1.84K	Buy	171 +133	+350%	+$1.65K	﹤0.01%	1080
2024 Q1	$579	Hold	38	–	–	﹤0.01%	1410
2023 Q4	$574	Buy	+38	New	+$503	﹤0.01%	1437

Other funds holding DNUT

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Private Wealth Management Group's DNUT Position: Q3 2026 in Review

Private Wealth Management Group reduced its Krispy Kreme (DNUT) stake by 0.7% in Q3 2026, selling an estimated $33 and leaving 1,426 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Private Wealth Management Group first reported a position in DNUT in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.1K in Q4 2025. 15 funds tracked by Wall St. Rank hold DNUT as of Q3 2026.

Private Wealth Management Group held 1,426 shares of Krispy Kreme worth $4.09K as of Q3 2026.
Private Wealth Management Group sold 10 Krispy Kreme shares in Q3 2026, an estimated $33.
Krispy Kreme made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #957 holding.
Private Wealth Management Group first reported a position in Krispy Kreme in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Krispy Kreme position peaked at $7.1K in Q4 2025.
15 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.