Carson Wealth (CWM LLC)
COTY icon

Carson Wealth (CWM LLC)’s Coty COTY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.9K Buy
16,876
+12,533
+289% +$33.7K ﹤0.01% 4074
2025
Q4 		$13K Sell
4,343
-2,495
-36% -$9.07K ﹤0.01% 4409
2025
Q3 		$28K Sell
6,838
-28,793
-81% -$132K ﹤0.01% 3918
2025
Q2 		$166K Sell
35,631
-80,749
-69% -$400K ﹤0.01% 2335
2025
Q1 		$637K Buy
116,380
+110,427
+1,855% +$691K ﹤0.01% 1358
2024
Q4 		$41K Buy
5,953
+1,499
+34% +$11.5K ﹤0.01% 2943
2024
Q3 		$42K Sell
4,454
-948
-18% -$9.04K ﹤0.01% 2815
2024
Q2 		$54K Buy
5,402
+919
+20% +$9.84K ﹤0.01% 2427
2024
Q1 		$54K Sell
4,483
-27
-0.6% -$330 ﹤0.01% 2238
2023
Q4 		$56K Sell
4,510
-303
-6% -$3.27K ﹤0.01% 2099
2023
Q3 		$53K Buy
4,813
+6
+0.1% +$71 ﹤0.01% 2020
2023
Q2 		$59K Buy
4,807
+244
+5% +$2.88K ﹤0.01% 1865
2023
Q1 		$55K Sell
4,563
-118
-3% -$1.25K ﹤0.01% 1805
2022
Q4 		$40K Buy
4,681
+3,109
+198% +$22.8K ﹤0.01% 1872
2022
Q3 		$10K Buy
1,572
+704
+81% +$5.32K ﹤0.01% 2663
2022
Q2 		$7K Buy
868
+853
+5,687% +$6.41K ﹤0.01% 2786
2022
Q1 		$0 Sell
15
-55
-79% -$490 ﹤0.01% 3561
2021
Q4 		$1K Buy
+70
New +$657 ﹤0.01% 3269
2021
Q2 		$0 Hold
33
– – ﹤0.01% 2944
2021
Q1 		$0 Hold
33
– – ﹤0.01% 2944
2020
Q4 		$0 Hold
33
– – ﹤0.01% 2943
2020
Q3 		$0 Hold
33
– – ﹤0.01% 2943
2020
Q2 		$0 Hold
33
– – ﹤0.01% 2943
2020
Q1 		$0 Hold
33
– – ﹤0.01% 2943
2019
Q4 		$0 Hold
33
– – ﹤0.01% 2942
2019
Q3 		$0 Hold
33
– – ﹤0.01% 2942
2019
Q2 		$0 Hold
33
– – ﹤0.01% 2942
2019
Q1 		$0 Buy
+33
New +$312 ﹤0.01% 2982
2017
Q4 		– Sell
-282
Closed -$5K – 1471
2017
Q3 		$5K Buy
+282
New +$5.1K ﹤0.01% 1069

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Coty (COTY) stake by 289% in Q1 2026, buying an estimated $33.7K and bringing the position to 16,876 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4074.

Carson Wealth (CWM LLC) first reported a position in COTY in Q3 2017 and has held it in 29 quarters since. The position peaked at $637K in Q1 2025. 326 funds tracked by Wall St. Rank hold COTY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,876 shares of Coty worth $33.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,533 Coty shares in Q1 2026, an estimated $33.7K.
  • Coty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4074 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coty in Q3 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Coty position peaked at $637K in Q1 2025.
  • 326 funds tracked by Wall St. Rank held Coty as of Q1 2026.

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