True Wealth Design’s Krispy Kreme DNUT Stock Holding History

True Wealth Design’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	–	Sell	-1,028	Closed	-$3.63K	–	2638
2026 Q2	$3.63K	Buy	1,028 +89	+9%	+$318	﹤0.01%	1456
2026 Q1	$3.18K	Buy	939 +227	+32%	+$783	﹤0.01%	1375
2025 Q4	$2.86K	Buy	712 +8	+1%	+$32	﹤0.01%	1312
2025 Q3	$2.72K	Hold	704	–	–	﹤0.01%	1355
2025 Q2	$2.05K	Buy	704 +688	+4,300%	+$2.4K	﹤0.01%	1176
2025 Q1	$79	Buy	+16	New	+$122	﹤0.01%	2277

Other funds holding DNUT

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

True Wealth Design's DNUT Position: Q3 2026 in Review

True Wealth Design sold out of Krispy Kreme (DNUT) in Q3 2026, closing a stake of 1,028 shares — an estimated $3.63K sold.

True Wealth Design first reported a position in DNUT in Q1 2025 and held it in 6 quarters. The position peaked at $3.63K in Q2 2026. 8 funds tracked by Wall St. Rank hold DNUT as of Q3 2026.

True Wealth Design reported no remaining Krispy Kreme position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 1,028 Krispy Kreme shares in Q3 2026, an estimated $3.63K.
True Wealth Design first reported a position in Krispy Kreme in Q1 2025 and held it in 6 quarters.
True Wealth Design's Krispy Kreme position peaked at $3.63K in Q2 2026.
8 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.