DNUT — KRISPY KREME INC
As of Q2 2026, 29 SEC-registered investment managers reported holding DNUT (KRISPY KREME INC) in their latest 13F filings, with a combined reported value of $86.00M across 24.43M shares. That is +11.8% by share count (+2.57M shares) versus the previous quarter, while reported value moved +16.4%. Ownership is concentrated: the five largest holders account for 65.9% of reported value and the top ten for 84.8%.
Compared with the prior quarter, 3 opened new positions, 16 added to existing stakes, 10 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
DNUT is classified in the Consumer Staples sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 6.62M | $23.35M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 5.11M | $20.54M | 0.00% | Reduce |
| Baron Funds history | Q1 2025 | 3.65M | $17.94M | 0.05% | Reduce |
| Two Sigma Investments history | Q2 2026 | 3.33M | $11.75M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 2.33M | $8.24M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 2.26M | $7.97M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 1.52M | $5.36M | 0.00% | Add |
| Fidelity International (FIL) history | Q3 2022 | 420.00K | $4.84M | 0.01% | Hold |
| Morgan Stanley history | Q2 2026 | 1.36M | $4.80M | 0.00% | Reduce |
| Davidson Kempner Capital Management history | Q3 2021 | 300.00K | $4.19M | 0.08% | New |
| Hillhouse Capital (HHLR Advisors) history | Q4 2021 | 188.64K | $3.57M | 0.06% | Hold |
| Goldman Sachs Group history | Q2 2026 | 888.98K | $3.14M | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 841.26K | $2.97M | 0.00% | Reduce |
| Marshall Wace history | Q2 2026 | 764.39K | $2.70M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 754.60K | $2.66M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 742.64K | $2.62M | 0.00% | Add |
| Royce & Associates history | Q1 2024 | 166.03K | $2.53M | 0.02% | Reduce |
| Millennium Management history | Q2 2026 | 700.03K | $2.47M | 0.00% | Reduce |
| Lazard Asset Management history | Q1 2026 | 555.34K | $1.88M | 0.00% | New |
| Bridgewater Associates history | Q3 2023 | 138.26K | $1.72M | 0.01% | New |
New Positions (Q2 2026)
- Renaissance Technologies 277.72K sh · $980.36K
- CPP Investments 37.00K sh · $130.61K
- JPMorgan Chase & Co 35.25K sh · $122.33K
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 555.34K sh · $1.88M
- Balyasny Asset Management sold 485.74K sh · $1.65M
- Janus Henderson Group sold 38.94K sh · $131.80K
- Franklin Resources sold 11.68K sh · $39.58K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 6.23M | 6.52M | 6.28M | 6.11M | 6.11M | 6.20M | 6.16M | 6.62M |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | 173.18K | 123.08K | — | — | — | — | 132.62K | 132.62K | 1.87M | 3.33M |
| Geode Capital Management | 526.52K | 562.39K | 1.11M | 1.01M | 1.33M | 1.40M | 1.47M | 1.66M | 1.89M | 1.98M | 2.03M | 2.05M | 2.10M | 2.11M | 2.17M | 1.97M | 2.08M | 2.23M | 2.11M | 2.33M |
| Citadel Advisors | 490.30K | 658.60K | 292.69K | 169.37K | 197.18K | 758.78K | 297.99K | 616.40K | 278.73K | 165.20K | 246.74K | 2.91M | 4.61M | 4.60M | 1.24M | 586.67K | 2.12M | 2.05M | 491.28K | 2.26M |
| AQR Capital Management | — | — | — | — | — | — | 11.60K | 14.30K | 13.59K | — | — | — | — | — | 44.20K | 38.95K | 43.60K | 69.12K | 812.36K | 1.52M |
| Morgan Stanley | 732.64K | 465.51K | 1.79M | 822.20K | 504.25K | 578.89K | 469.61K | 487.82K | 465.98K | 669.38K | 419.83K | 1.33M | 1.62M | 1.09M | 1.49M | 2.46M | 1.31M | 1.96M | 1.58M | 1.36M |
| Goldman Sachs Group | — | 63.60K | 1.06M | 2.54M | 2.47M | 1.01M | 844.72K | 434.57K | 97.91K | 121.09K | 95.57K | 1.25M | 2.19M | 1.99M | 502.50K | 878.87K | 2.24M | 1.97M | 1.73M | 888.98K |
| Point72 Asset Management | — | — | — | — | 248.10K | — | 263.30K | 277.37K | — | — | 43.50K | 47.29K | 38.45K | 168.82K | 294.61K | 255.95K | — | 1.05M | 909.64K | 841.26K |
| Marshall Wace | 103.38K | — | 26.34K | — | 12.61K | — | 19.16K | — | — | — | — | 1.74M | 335.72K | — | — | — | 3.02M | 2.16M | 915.05K | 764.39K |
| Charles Schwab Investment Management | 189.31K | 194.38K | 339.12K | 305.24K | 496.98K | 508.55K | 506.63K | 548.34K | 658.21K | 665.96K | 741.76K | 729.97K | 728.83K | 718.18K | 687.34K | 590.17K | 748.66K | 768.33K | 748.56K | 754.60K |
| Northern Trust Corp | 210.44K | 237.35K | 661.70K | 573.94K | 621.57K | 616.45K | 622.13K | 720.32K | 763.28K | 768.00K | 739.72K | 713.69K | 710.54K | 750.60K | 771.19K | 688.32K | 692.64K | 683.94K | 685.62K | 742.64K |
| Millennium Management | — | 67.81K | 307.52K | 348.89K | — | 21.79K | 672.60K | 1.16M | 180.00K | — | 1.48M | 3.50M | 38.34K | 384.88K | 2.09M | 5.45M | 710.99K | 256.82K | 737.42K | 700.03K |
| Invesco Ltd | — | 13.71K | 40.65K | 35.53K | 36.45K | 35.85K | 115.10K | 126.60K | 127.68K | 144.82K | 132.76K | 132.95K | 133.85K | 134.06K | 160.81K | 256.90K | 362.07K | 462.04K | 548.84K | 448.84K |
| D. E. Shaw & Co | — | 40.47K | 122.34K | 23.10K | — | — | — | 189.96K | 65.16K | — | 25.06K | — | 69.27K | 165.40K | 216.06K | 281.04K | 153.78K | 820.57K | 272.60K | 338.21K |
| Bank of America Corp | 109.00K | 26.76K | 1.02M | 57.22K | 152.67K | 220.87K | 171.98K | 58.58K | 105.39K | 64.42K | 184.63K | 217.88K | 352.42K | 483.14K | 440.74K | 128.40K | 326.72K | 218.59K | 113.37K | 318.59K |
| Renaissance Technologies | — | — | 12.00K | — | — | 29.90K | — | — | — | — | — | — | — | — | 34.49K | 1.02M | 636.10K | — | — | 277.72K |
| BNY Mellon | 56.79K | 225.37K | 408.14K | 455.03K | 515.27K | 552.56K | 540.36K | 569.39K | 609.67K | 599.16K | 556.98K | 515.44K | 452.79K | 546.79K | 534.06K | 500.65K | 264.68K | 236.27K | 222.26K | 247.56K |
| UBS Group AG | 4.39K | 14.96K | 2.86K | 3.67K | 3.95K | 26.15K | 15.11K | 77.75K | 3.86K | 1.80K | 83.02K | 39.25K | 287.22K | 1.13M | 1.37M | 679.56K | 1.18M | 625.72K | 545.40K | 215.67K |
| Citigroup Inc | 3.95K | 8.96K | 9.66K | 9.14K | 3.72K | 2.55K | 2.54K | 38.20K | 3.92K | 14.33K | 19.05K | 32.81K | 69.60K | 78.06K | 651.31K | 540.95K | 7.48K | 2.28K | 6.89K | 81.98K |
| Deutsche Bank AG | 13.74K | 13.68K | 49.51K | 34.52K | 29.82K | 32.42K | 48.41K | 38.34K | 43.97K | 43.01K | 43.93K | 40.68K | 52.23K | 76.71K | 69.07K | 68.18K | 79.97K | 83.61K | 68.58K | 81.77K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details