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Krispy Kreme shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Krispy Kreme (DNUT) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Krispy Kreme

Tip: Access up to 7 years of quarterly data

All positions including Krispy Kreme held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Krispy Kreme by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4k 133 10.74
2024-03-31 $578 38 15.24
2023-12-31 $574 38 15.11

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Krispy Kreme

Bamco
Vanguard Group
Hsbc Holdings
Banco Santander
BlackRock
BlackRock
Cooper Creek Partners Management
Citadel Advisors
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Samlyn Capital
Woodline Partners
Morgan Stanley
Driehaus Capital Management

View all funds holding Krispy Kreme