KRISPY KREME INC

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DNUT·50101L106·US·Common Stock·Consumer Defensive - Grocery Stores-Activist

DNUT institutional ownership changes in Q2 2026: 69 institutions opened or added positions, 41 trimmed or exited. DNUT (KRISPY KREME INC) is held by 118 institutional investors as of Q2 2026. Top institutional shareholders: BNP PARIBAS FINANCIAL MARKETS ($54.1M), HSBC HOLDINGS PLC ($25M), CREDIT AGRICOLE S A ($24.3M). Net institutional sentiment: Mixed.

118

Holders

(9 Elite)

$269M

Total Value

63% (110)

Consensus

69 buying - 41 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)85

Activist (13D/13G)45

Congressional (STOCK Act)58

Holder Quality

32

★★★★★

Elite

14

★★★★

Strong

40

★★★

Solid

78

★★

Below

47

★

Weak

Held by 118 funds

9 elite

Who's Trading

Source dates: Price Oct 21, 2026 · Insiders Jul 1, 2026 · Activists Aug 13, 2026 · Congress Mar 24, 2026

ActivistBPBNP Paribas SA8.9%Aug 13, 2026

InsiderEJEsposito Joseph JTax 8K shJul 1, 2026

InsiderSMSuess Lori M.Tax 8K shJul 1, 2026

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Top Holders

Top Holders (118)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BNP PARIBAS FINANCIAL MARKETS	Decreased	15.3M(-0.1%)	$54.1M	0.0%	-69.17%	0
HSBC HOLDINGS PLC	Decreased	7.1M(-0.1%)	$25M	0.0%	-78.05%	0
CREDIT AGRICOLE S A	New	6.9M	$24.3M	0.0%	-14.45%	40
BlackRock, Inc.	Increased	6.6M(+7.3%)	$23.4M	0.0%	-69.71%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.9M(+5.8%)	$13.7M	0.0%	-11.12%	30
TWO SIGMA INVESTMENTS, LP	Increased	3.3M(+77.7%)	$11.7M	0.0%	-12.98%	42
FEDERATED HERMES, INC.	Decreased	3.3M(-1.0%)	$11.5M	0.0%	-24.76%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	2.4M(-31.1%)	$8.3M	0.0%	-72.24%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.3M(+10.3%)	$8.2M	0.0%	-72.67%	30
STATE STREET CORP	Increased	2M(+5.0%)	$7.1M	0.0%	-77.12%	29
JANE STREET GROUP, LLC	Increased	2M(+13.3%)	$7M	0.0%	-21.60%	31
CITADEL ADVISORS LLC	Increased	1.8M(+2258.3%)	$6.4M	0.0%	-16.91%	44
AQR CAPITAL MANAGEMENT LLC	Increased	1.5M(+86.8%)	$5.4M	0.0%	-13.85%	42
MORGAN STANLEY	Decreased	1.4M(-14.1%)	$4.8M	0.0%	-47.58%	0
TUDOR INVESTMENT CORP ET AL	Decreased	1.3M(-3.0%)	$4.4M	0.0%	-22.41%	0
GOLDMAN SACHS GROUP INC	Decreased	888,980(-48.6%)	$3.1M	0.0%	-42.33%	0
HRT FINANCIAL LP	Decreased	886,768(-29.7%)	$3.1M	0.0%	-17.65%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	860,091(+5.8%)	$3M	0.0%	-11.11%	28
Point72 Asset Management, L.P.	Decreased	841,258(-4.9%)	$3M	0.0%	-24.88%	0
MWMARSHALL WACE, LLP	Decreased	764,387(-16.5%)	$2.7M	0.0%	-21.96%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer