DNUT

Krispy Kreme Inc Cross-source read$3.21 0.31%
Consumer StaplesCUSIP 50101L106· EOD Sep 11, 2026

Among active 13F managers last quarter, 11 opened and 17 added, while 15 reduced; the largest holder to move was Federated Hermes, Inc. (−7.3%). Over the last 180 days, 1 insider bought and none sold, a net +$3.0M in open-market trades.

Tracked 13F holders
171
59 in Q2 2026 filings
13F value (tracked)
$265.4M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
28 adding · 15 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$3.0M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$3.21 0.31%5Y -79.1%
$1.33$5.93$10.54$15.14$19.74202120222023202420252026142015722610171918202216231925171920162523243420302023344121452936433637355082321
Hover for who · click for detailEnd-of-day closing prices52w $2.92 – $4.70

Who owns DNUT?

171 tracked 13F filers · ranked by shares held

171 tracked 13F filers disclose a position in DNUT as of the latest SEC 13F filings, a combined $265.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BNP Paribas Financial Markets15.3M
$52.0M
~0%
Reduced · −3K sh
Q1 2026
2HSBC Holdings PLC7.1M
$24.0M
Held
Q1 2026
3Credit Agricole S A6.9M
$24.3M
New
+6.9M sh
Q2 2026
4BlackRock, Inc.6.6M
$23.4M
+7.3%
Added · +453K sh
Q2 2026
5Vanguard Capital Management LLC3.9M
$13.7M
+5.8%
Added · +213K sh
Q2 2026
6Dimensional Fund Advisors LP3.4M
$11.6M
−22%
Reduced · −969K sh
Q1 2026
7Federated Hermes, Inc.3.3M
$11.2M
−7.3%
Reduced · −262K sh
Q1 2026
8Geode Capital Management, LLC2.3M
$8.2M
+10%
Added · +219K sh
Q2 2026
9State Street Corp2.0M
$7.1M
+5.0%
Added · +97K sh
Q2 2026
10Two Sigma Investments, LP1.9M
$6.3M
14×
Added · +1.7M sh
Q1 2026
11Citadel Advisors LLC1.8M
$6.4M
24×
Added · +1.7M sh
Q2 2026
12Jane Street Group, LLC1.8M
$5.9M
+8.5%
Added · +137K sh
Q1 2026
13Goldman Sachs Group Inc1.7M
$5.9M
−12%
Reduced · −237K sh
Q1 2026
14Morgan Stanley1.6M
$5.4M
−19%
Reduced · −376K sh
Q1 2026
15Tudor Investment Corp Et Al1.3M
$4.4M
−3.0%
Reduced · −38K sh
Q2 2026
16Marshall Wace, LLP915K
$3.1M
−58%
Reduced · −1.2M sh
Q1 2026
17Vanguard Portfolio Management LLC860K
$3.0M
+5.8%
Added · +47K sh
Q2 2026
18Jump Financial, LLC859K
$2.9M
16×
Added · +805K sh
Q1 2026
19Point72 Asset Management, L.P.841K
$3.0M
−4.9%
Reduced · −43K sh
Q2 2026
20AQR Capital Management LLC812K
$2.8M
12×
Added · +743K sh
Q1 2026
21AlTi Global, Inc.749K
$2.6M
~0%
Added · +163 sh
Q2 2026
22Charles Schwab Investment Management Inc749K
$2.5M
−2.6%
Reduced · −20K sh
Q1 2026
23Millennium Management LLC737K
$2.5M
+187%
Added · +481K sh
Q1 2026
24Northern Trust Corp686K
$2.3M
+0.2%
Added · +2K sh
Q1 2026
25Susquehanna Portfolio Strategies, LLC643K
$2.2M
−23%
Reduced · −188K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DNUT being bought or sold by institutions?

Last quarter, 11 funds opened a new position in DNUT and 17 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
11
funds took a first position
Added
17
added to an existing position
Reduced
15
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DNUT also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN87 funds$115.1B
Microsoft CorpMSFT85 funds$148.8B
Nvidia CorpNVDA84 funds$239.8B
Meta Platforms Inc-Class AMETA84 funds$64.1B
Eli Lilly & CoLLY84 funds$52.2B
Costco Wholesale CorpCOST83 funds$20.0B
Apple IncAAPL82 funds$168.8B
Broadcom IncAVGO82 funds$100.1B
Alphabet Inc-CL AGOOGL82 funds$98.9B
Advanced Micro DevicesAMD82 funds$36.7B
JPMorgan Chase & CoJPM82 funds$36.2B
Chevron CorpCVX82 funds$16.6B

Ranked by how many of DNUT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DNUT.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$3.0M
1 insider
Net · 180d
$3.0M
8 open-market transactions
DateInsiderRoleActionSharesValue
Jun 5, 2026Hees BernardoDirectorBuy (P)25K$87K
Jun 4, 2026Hees BernardoDirectorBuy (P)150K$493K
Jun 3, 2026Hees BernardoDirectorBuy (P)171K$571K
Jun 2, 2026Hees BernardoDirectorBuy (P)236K$800K
Jun 1, 2026Hees BernardoDirectorBuy (P)74K$253K
May 28, 2026Hees BernardoDirectorBuy (P)201K$688K
May 27, 2026Hees BernardoDirectorBuy (P)22K$75K
May 26, 2026Hees BernardoDirectorBuy (P)2K$7K
Nov 11, 2025Esposito Joseph JChief Accounting OfficerSell (S)3K$11K
Apr 23, 2025JAB Indulgence B.V.10% OwnerSell (S)694K$3.0M
Sep 16, 2024McBride Kelly PChief Accounting OfficerSell (S)16K$200K
Mar 11, 2024Tattersfield Michael J.DirectorSell (S)100K$1.3M

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3736
Insiders
Form 4 open-market
10+$3.0M
US House
STOCK Act trades
00$0
Sector rotation
DNUT is in Consumer Staples, which smart money is rotating OUT OF
$5.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

59 tracked filers in Q2 2026 filingsstill filing
080160Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $46.5M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for DNUT

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Ask your agent what changed in DNUT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DNUT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DNUT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DNUT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.