TPCM
DNUT icon

Templeton & Phillips Capital Management’s Krispy Kreme DNUT Stock Holding History

Templeton & Phillips Capital Management’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
2023
Q4 		– Sell
-39,664
Closed -$495K – 28
2023
Q3 		$495K Hold
39,664
– – 0.52% 17
2023
Q2 		$584K Hold
39,664
– – 0.62% 13
2023
Q1 		$617K Buy
39,664
+110
+0.3% +$1.43K 0.65% 14
2022
Q4 		$408K Buy
+39,554
New +$539K 0.43% 15

Other funds holding DNUT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Templeton & Phillips Capital Management's DNUT Position: Q4 2023 in Review

Templeton & Phillips Capital Management sold out of Krispy Kreme (DNUT) in Q4 2023, closing a stake of 39,664 shares — an estimated $495K sold.

Templeton & Phillips Capital Management first reported a position in DNUT in Q4 2022 and held it in 4 quarters. The position peaked at $617K in Q1 2023. 133 funds tracked by Wall St. Rank hold DNUT as of Q4 2023.

  • Templeton & Phillips Capital Management reported no remaining Krispy Kreme position as of Q4 2023 after selling out during the quarter.
  • Templeton & Phillips Capital Management sold 39,664 Krispy Kreme shares in Q4 2023, an estimated $495K.
  • Templeton & Phillips Capital Management first reported a position in Krispy Kreme in Q4 2022 and held it in 4 quarters.
  • Templeton & Phillips Capital Management's Krispy Kreme position peaked at $617K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Krispy Kreme as of Q4 2023.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.