PWMG
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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
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

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B 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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return