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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Private Wealth Management Group's DNUT Position: Q2 2026 in Review

Private Wealth Management Group held its Krispy Kreme (DNUT) position steady in Q2 2026 at 1,436 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Private Wealth Management Group first reported a position in DNUT in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.1K in Q4 2025. 182 funds tracked by Wall St. Rank hold DNUT as of Q2 2026.

  • Private Wealth Management Group held 1,436 shares of Krispy Kreme worth $5.07K as of Q2 2026.
  • Private Wealth Management Group left its Krispy Kreme share count unchanged in Q2 2026.
  • Krispy Kreme made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #840 holding.
  • Private Wealth Management Group first reported a position in Krispy Kreme in Q4 2023 and has held it in 9 quarters since.
  • Private Wealth Management Group's Krispy Kreme position peaked at $7.1K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Krispy Kreme as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.