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SageView Advisory Group’s Krispy Kreme DNUT Stock Holding History

SageView Advisory 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 		– Sell
-6,000
Closed -$24.1K – 1074
2025
Q4 		$24.1K Buy
+6,000
New +$23.7K ﹤0.01% 1370

Other funds holding DNUT

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HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's DNUT Position: Q1 2026 in Review

SageView Advisory Group sold out of Krispy Kreme (DNUT) in Q1 2026, closing a stake of 6,000 shares — an estimated $24.1K sold.

SageView Advisory Group first reported a position in DNUT in Q4 2025 and held it in 1 quarter. The position peaked at $24.1K in Q4 2025. 176 funds tracked by Wall St. Rank hold DNUT as of Q1 2026.

  • SageView Advisory Group reported no remaining Krispy Kreme position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 6,000 Krispy Kreme shares in Q1 2026, an estimated $24.1K.
  • SageView Advisory Group first reported a position in Krispy Kreme in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Krispy Kreme position peaked at $24.1K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Krispy Kreme as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.