Sage Mountain Advisors
DNUT icon

Sage Mountain Advisors’s Krispy Kreme DNUT Stock Holding History

Sage Mountain Advisors’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 		$28.7K Hold
10,000
– – ﹤0.01% 266
2026
Q2 		$35.3K Hold
10,000
– – ﹤0.01% 278
2026
Q1 		$33.9K Sell
10,000
-159
-2% -$549 ﹤0.01% 255
2025
Q4 		$40.8K Hold
10,159
– – ﹤0.01% 532
2025
Q3 		$39.3K Buy
+10,159
New +$35K ﹤0.01% 520

Other funds holding DNUT

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AlpInvest Partners
AlpInvest Partners Amsterdam, Netherlands $82.8M AUM 1.69% 1-Year Est. Return
Carlyle Group
Carlyle Group Washington, District of Columbia $8.36B AUM 14.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Sage Mountain Advisors's DNUT Position: Q3 2026 in Review

Sage Mountain Advisors held its Krispy Kreme (DNUT) position steady in Q3 2026 at 10,000 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Sage Mountain Advisors first reported a position in DNUT in Q3 2025 and has held it in 5 quarters since. The position peaked at $40.8K in Q4 2025. 47 funds tracked by Wall St. Rank hold DNUT as of Q3 2026.

  • Sage Mountain Advisors held 10,000 shares of Krispy Kreme worth $28.7K as of Q3 2026.
  • Sage Mountain Advisors left its Krispy Kreme share count unchanged in Q3 2026.
  • Krispy Kreme made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #266 holding.
  • Sage Mountain Advisors first reported a position in Krispy Kreme in Q3 2025 and has held it in 5 quarters since.
  • Sage Mountain Advisors's Krispy Kreme position peaked at $40.8K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.