Carson Wealth (CWM LLC)’s Black Rock Coffee Bar Inc BRCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRCB Stock Details BRCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.3K	Buy	+4,354	New	+$70.6K	﹤0.01%	3729

Other funds holding BRCB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BRCB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Black Rock Coffee Bar Inc (BRCB) in Q1 2026: 4,354 shares worth $56.3K. The stake represents ﹤0.01% of the portfolio and ranks #3729 among its holdings.

112 funds tracked by Wall St. Rank hold BRCB as of Q1 2026.

Carson Wealth (CWM LLC) held 4,354 shares of Black Rock Coffee Bar Inc worth $56.3K as of Q1 2026.
Black Rock Coffee Bar Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
Black Rock Coffee Bar Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3729 holding.
112 funds tracked by Wall St. Rank held Black Rock Coffee Bar Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.