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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
2024-03-31 $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)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Krispy Kreme

Bamco
Vanguard Group
Hsbc Holdings
Banco Santander
Dimensional Fund Advisors
Jennifer Ranahan
Lexington Partners
National Bank Of Canada /fi/
AlpInvest Partners B.V.
T. Rowe Price Associates
Balyasny Asset Management
Charles Schwab Investment Management
Bank of New York Mellon
AlTi Global
Royce & Associates

View all funds holding Krispy Kreme