Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Driven Brands DRVN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DRVN Stock Details DRVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.8K Sell
5,375
-10,172
-65% -$143K ﹤0.01% 3576
2025
Q4 		$230K Buy
15,547
+4,840
+45% +$72K ﹤0.01% 2459
2025
Q3 		$172K Buy
10,707
+45
+0.4% +$784 ﹤0.01% 2557
2025
Q2 		$187K Sell
10,662
-291
-3% -$4.99K ﹤0.01% 2228
2025
Q1 		$188K Buy
10,953
+103
+0.9% +$1.68K ﹤0.01% 1959
2024
Q4 		$175K Buy
10,850
+124
+1% +$1.95K ﹤0.01% 1911
2024
Q3 		$153K Sell
10,726
-888
-8% -$12.2K ﹤0.01% 1913
2024
Q2 		$148K Sell
11,614
-709
-6% -$8.97K ﹤0.01% 1744
2024
Q1 		$195K Sell
12,323
-3,163
-20% -$43.8K ﹤0.01% 1524
2023
Q4 		$221K Buy
15,486
+2,226
+17% +$27.8K ﹤0.01% 1382
2023
Q3 		$167K Sell
13,260
-194,370
-94% -$3.56M ﹤0.01% 1380
2023
Q2 		$5.62M Sell
207,630
-15,606
-7% -$435K 0.03% 323
2023
Q1 		$6.77M Sell
223,236
-14,134
-6% -$400K 0.05% 273
2022
Q4 		$6.48M Sell
237,370
-63,848
-21% -$1.91M 0.05% 264
2022
Q3 		$8.43M Sell
301,218
-14,989
-5% -$461K 0.07% 214
2022
Q2 		$8.71M Sell
316,207
-44,841
-12% -$1.22M 0.07% 215
2022
Q1 		$9.49M Sell
361,048
-95,578
-21% -$2.77M 0.07% 210
2021
Q4 		$15.4M Buy
+456,626
New +$14.3M 0.11% 175
2021
Q2 		$1.61M Hold
51,989
– – 0.01% 487
2021
Q1 		$1.61M Buy
+51,989
New +$1.47M 0.01% 487

Other funds holding DRVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
EVC
Emeth Value Capital New Orleans, Louisiana $28.8M AUM 29.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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

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

Carson Wealth (CWM LLC) reduced its Driven Brands (DRVN) stake by 65% in Q1 2026, selling an estimated $143K and leaving 5,375 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

Carson Wealth (CWM LLC) first reported a position in DRVN in Q1 2021 and has held it in 20 quarters since. The position peaked at $15.4M in Q4 2021. 189 funds tracked by Wall St. Rank hold DRVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,375 shares of Driven Brands worth $67.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 10,172 Driven Brands shares in Q1 2026, an estimated $143K.
  • Driven Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3576 holding.
  • Carson Wealth (CWM LLC) first reported a position in Driven Brands in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Driven Brands position peaked at $15.4M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Driven Brands as of Q1 2026.

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