Venturi Wealth Management’s Krispy Kreme DNUT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-514
Closed -$5.11K 897
2024
Q4
$5.11K Buy
+514
New +$5.56K ﹤0.01% 1655

Other funds holding DNUT

Venturi Wealth Management's DNUT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Krispy Kreme (DNUT) in Q1 2025, closing a stake of 514 shares — an estimated $5.11K sold.

Venturi Wealth Management first reported a position in DNUT in Q4 2024 and held it in 1 quarter. The position peaked at $5.11K in Q4 2024. 170 funds tracked by Wall St. Rank hold DNUT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Krispy Kreme position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 514 Krispy Kreme shares in Q1 2025, an estimated $5.11K.
  • Venturi Wealth Management first reported a position in Krispy Kreme in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Krispy Kreme position peaked at $5.11K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Krispy Kreme as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.