Private Wealth Management Group, LLC
Position in DNUT — Krispy Kreme, Inc.
CIK 2011342
PRINCETON, NJ
Position in DNUT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,069
+$201 QoQ
Shares Held
1,436
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 181 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DNUT Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Private Wealth Management Group, LLC holds $52,857 across 6 Grocery Stores names. DNUT ranks #4 (9.6% of the industry book) .
All Filings in DNUT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,069 | 1,436 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,868 | 1,436 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,103 | 1,767 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,838 | 1,767 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,141 | 1,767 | Shares | Sole | 2025-07-29 | |
| 2024-09-30 | $1,428 | 133 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,839 | 171 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $578 | 38 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $573 | 38 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||