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Capital Advisors Ltd’s Carter's CRI Stock Holding History

Capital Advisors Ltd’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24
Closed -$1K – 1401
2026
Q1 		$1K Buy
+24
New +$873 ﹤0.01% 1180
2025
Q2 		– Sell
-9
Closed – – 1384
2025
Q1 		$0 Buy
+9
New +$433 ﹤0.01% 1384
2024
Q4 		– Sell
-9
Closed -$1K – 1408
2024
Q3 		$1K Buy
+9
New +$578 ﹤0.01% 1169
2022
Q3 		– Sell
-10
Closed -$1K – 1283
2022
Q2 		$1K Hold
10
– – ﹤0.01% 751
2022
Q1 		$1K Buy
+10
New +$939 ﹤0.01% 695

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Advisors Ltd's CRI Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Carter's (CRI) in Q2 2026, closing a stake of 24 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in CRI in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2026. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Carter's position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 24 Carter's shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Carter's in Q1 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's Carter's position peaked at $1K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.