Carson Wealth (CWM LLC)
DIN icon

Carson Wealth (CWM LLC)’s Dine Brands DIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DIN Stock Details DIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Sell
4,306
-7
-0.2% -$227 ﹤0.01% 3155
2025
Q4 		$139K Sell
4,313
-3
-0.1% -$87 ﹤0.01% 2834
2025
Q3 		$107K Sell
4,316
-1,950
-31% -$45.7K ﹤0.01% 2927
2025
Q2 		$152K Sell
6,266
-1,354
-18% -$31.3K ﹤0.01% 2399
2025
Q1 		$177K Buy
7,620
+5,205
+216% +$140K ﹤0.01% 2001
2024
Q4 		$73K Buy
2,415
+343
+17% +$11K ﹤0.01% 2496
2024
Q3 		$65K Sell
2,072
-1,259
-38% -$40.6K ﹤0.01% 2487
2024
Q2 		$121K Buy
3,331
+3,052
+1,094% +$127K ﹤0.01% 1854
2024
Q1 		$13K Sell
279
-146
-34% -$6.78K ﹤0.01% 3174
2023
Q4 		$21K Buy
425
+223
+110% +$10.6K ﹤0.01% 2739
2023
Q3 		$10K Buy
202
+128
+173% +$7.15K ﹤0.01% 3123
2023
Q2 		$4K Buy
74
+47
+174% +$3K ﹤0.01% 3512
2023
Q1 		$2K Sell
27
-17
-39% -$1.25K ﹤0.01% 3634
2022
Q4 		$3K Buy
44
+33
+300% +$2.3K ﹤0.01% 3395
2022
Q3 		$1K Buy
11
+3
+38% +$209 ﹤0.01% 3629
2022
Q2 		$1K Sell
8
-38
-83% -$2.71K ﹤0.01% 3521
2022
Q1 		$4K Sell
46
-33
-42% -$2.46K ﹤0.01% 2913
2021
Q4 		$6K Buy
+79
New +$6.4K ﹤0.01% 2618
2019
Q1 		– Sell
-23
Closed -$2K – 3002
2018
Q4 		$2K Buy
23
+12
+109% +$992 ﹤0.01% 1732
2018
Q3 		$1K Buy
+11
New +$853 ﹤0.01% 1646

Other funds holding DIN

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Monimus Capital Management Woodbridge, New Jersey $432M AUM 20.27% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Dine Brands (DIN) stake by 0.16% in Q1 2026, selling an estimated $227 and leaving 4,306 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

Carson Wealth (CWM LLC) first reported a position in DIN in Q3 2018 and has held it in 20 quarters since. The position peaked at $177K in Q1 2025. 142 funds tracked by Wall St. Rank hold DIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,306 shares of Dine Brands worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7 Dine Brands shares in Q1 2026, an estimated $227.
  • Dine Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3155 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dine Brands in Q3 2018 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Dine Brands position peaked at $177K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Dine Brands as of Q1 2026.

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