Carson Wealth (CWM LLC)’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Sell |
140,159
-24,613
| -15% | -$247K | ﹤0.01% | 1463 |
|
|
2025
Q4 | $1.79M | Buy |
164,772
+110,651
| +204% | +$1.28M | ﹤0.01% | 1189 |
|
|
2025
Q3 | $706K | Buy |
54,121
+28,204
| +109% | +$427K | ﹤0.01% | 1601 |
|
|
2025
Q2 | $414K | Buy |
25,917
+20,024
| +340% | +$345K | ﹤0.01% | 1678 |
|
|
2025
Q1 | $112K | Sell |
5,893
-1,371
| -19% | -$26.2K | ﹤0.01% | 2344 |
|
|
2024
Q4 | $150K | Sell |
7,264
-11,354
| -61% | -$250K | ﹤0.01% | 2019 |
|
|
2024
Q3 | $430K | Buy |
18,618
+7,051
| +61% | +$160K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $257K | Buy |
11,567
+10,522
| +1,007% | +$249K | ﹤0.01% | 1462 |
|
|
2024
Q1 | $25K | Sell |
1,045
-375
| -26% | -$8.55K | ﹤0.01% | 2753 |
|
|
2023
Q4 | $32K | Buy |
1,420
+45
| +3% | +$971 | ﹤0.01% | 2469 |
|
|
2023
Q3 | $30K | Sell |
1,375
-65
| -5% | -$1.56K | ﹤0.01% | 2408 |
|
|
2023
Q2 | $36K | Sell |
1,440
-874
| -38% | -$23.2K | ﹤0.01% | 2227 |
|
|
2023
Q1 | $63K | Buy |
2,314
+367
| +19% | +$10.1K | ﹤0.01% | 1740 |
|
|
2022
Q4 | $56K | Buy |
1,947
+349
| +22% | +$9.8K | ﹤0.01% | 1673 |
|
|
2022
Q3 | $39K | Buy |
1,598
+88
| +6% | +$2.38K | ﹤0.01% | 1786 |
|
|
2022
Q2 | $40K | Sell |
1,510
-117
| -7% | -$3.08K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $42K | Sell |
1,627
-309
| -16% | -$8.41K | ﹤0.01% | 1681 |
|
|
2021
Q4 | $53K | Buy |
+1,936
| New | +$50K | ﹤0.01% | 1545 |
|
|
2021
Q2 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2021
Q1 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2020
Q4 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2020
Q3 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2020
Q2 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2020
Q1 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q4 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q3 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q2 | $28K | Hold |
1,156
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q1 | $28K | Buy |
+1,156
| New | +$23.2K | ﹤0.01% | 1642 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$1K | – | 2140 |
|
|
2018
Q3 | $1K | Buy |
+52
| New | +$1.05K | ﹤0.01% | 1662 |
|
|
2016
Q4 | – | Sell |
-2,500
| Closed | -$38K | – | 1124 |
|
|
2016
Q3 | $38K | Buy |
+2,500
| New | +$41.4K | ﹤0.01% | 458 |
|
Other funds holding FLO
VPM
VCM
Carson Wealth (CWM LLC)'s FLO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Flowers Foods (FLO) stake by 15% in Q1 2026, selling an estimated $247K and leaving 140,159 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1463.
Carson Wealth (CWM LLC) first reported a position in FLO in Q3 2016 and has held it in 30 quarters since. The position peaked at $1.79M in Q4 2025. 428 funds tracked by Wall St. Rank hold FLO as of Q1 2026.
- Carson Wealth (CWM LLC) held 140,159 shares of Flowers Foods worth $1.14M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 24,613 Flowers Foods shares in Q1 2026, an estimated $247K.
- Flowers Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1463 holding.
- Carson Wealth (CWM LLC) first reported a position in Flowers Foods in Q3 2016 and has held it in 30 quarters since.
- Carson Wealth (CWM LLC)'s Flowers Foods position peaked at $1.79M in Q4 2025.
- 428 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.