CWA
CVKD icon

Carolina Wealth Advisors’s Cadrenal Therapeutics CVKD Stock Holding History

Carolina Wealth Advisors’s Portfolio CVKD Stock Details CVKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$277 – 278
2025
Q3 		$277 Hold
20
– – ﹤0.01% 218
2025
Q2 		$241 Hold
20
– – ﹤0.01% 257
2025
Q1 		$353 Hold
20
– – ﹤0.01% 267
2024
Q4 		$290 Buy
+20
New +$289 ﹤0.01% 286

Other funds holding CVKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carolina Wealth Advisors's CVKD Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of Cadrenal Therapeutics (CVKD) in Q4 2025, closing a stake of 20 shares — an estimated $277 sold.

Carolina Wealth Advisors first reported a position in CVKD in Q4 2024 and held it in 4 quarters. The position peaked at $353 in Q1 2025. 20 funds tracked by Wall St. Rank hold CVKD as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining Cadrenal Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 20 Cadrenal Therapeutics shares in Q4 2025, an estimated $277.
  • Carolina Wealth Advisors first reported a position in Cadrenal Therapeutics in Q4 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Cadrenal Therapeutics position peaked at $353 in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Cadrenal Therapeutics as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.