Carson Wealth (CWM LLC)’s Korn Ferry KFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $521K | Buy |
8,274
+6,112
| +283% | +$395K | ﹤0.01% | 1987 |
|
|
2025
Q4 | $143K | Sell |
2,162
-1,600
| -43% | -$108K | ﹤0.01% | 2817 |
|
|
2025
Q3 | $263K | Buy |
3,762
+1,282
| +52% | +$93.5K | ﹤0.01% | 2235 |
|
|
2025
Q2 | $182K | Buy |
2,480
+1,101
| +80% | +$73.3K | ﹤0.01% | 2256 |
|
|
2025
Q1 | $94K | Sell |
1,379
-342
| -20% | -$23.1K | ﹤0.01% | 2476 |
|
|
2024
Q4 | $116K | Sell |
1,721
-539
| -24% | -$39.2K | ﹤0.01% | 2191 |
|
|
2024
Q3 | $170K | Buy |
2,260
+1,370
| +154% | +$96.2K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $60K | Buy |
890
+439
| +97% | +$28.2K | ﹤0.01% | 2346 |
|
|
2024
Q1 | $30K | Hold |
451
| – | – | ﹤0.01% | 2640 |
|
|
2023
Q4 | $27K | Sell |
451
-94
| -17% | -$4.8K | ﹤0.01% | 2577 |
|
|
2023
Q3 | $26K | Sell |
545
-101
| -16% | -$5.13K | ﹤0.01% | 2505 |
|
|
2023
Q2 | $32K | Sell |
646
-146
| -18% | -$7.18K | ﹤0.01% | 2315 |
|
|
2023
Q1 | $41K | Buy |
792
+108
| +16% | +$5.83K | ﹤0.01% | 2014 |
|
|
2022
Q4 | $35K | Sell |
684
-125
| -15% | -$6.64K | ﹤0.01% | 1976 |
|
|
2022
Q3 | $38K | Buy |
809
+494
| +157% | +$29.2K | ﹤0.01% | 1801 |
|
|
2022
Q2 | $18K | Buy |
315
+178
| +130% | +$10.8K | ﹤0.01% | 2190 |
|
|
2022
Q1 | $9K | Sell |
137
-85
| -38% | -$5.72K | ﹤0.01% | 2543 |
|
|
2021
Q4 | $17K | Buy |
+222
| New | +$17.1K | ﹤0.01% | 2079 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2449 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 2449 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 2448 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2448 |
|
|
2020
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2448 |
|
|
2020
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 2448 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q1 | $4K | Sell |
60
-158
| -72% | -$7.23K | ﹤0.01% | 2446 |
|
|
2018
Q4 | $9K | Buy |
+218
| New | +$9.82K | ﹤0.01% | 1369 |
|
|
2017
Q1 | – | Sell |
-49
| Closed | -$1K | – | 1240 |
|
|
2016
Q4 | $1K | Buy |
+49
| New | +$1.19K | ﹤0.01% | 1054 |
|
Other funds holding KFY
Carson Wealth (CWM LLC)'s KFY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Korn Ferry (KFY) stake by 283% in Q1 2026, buying an estimated $395K and bringing the position to 8,274 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.
Carson Wealth (CWM LLC) first reported a position in KFY in Q4 2016 and has held it in 30 quarters since. 345 funds tracked by Wall St. Rank hold KFY as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,274 shares of Korn Ferry worth $521K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,112 Korn Ferry shares in Q1 2026, an estimated $395K.
- Korn Ferry made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1987 holding.
- Carson Wealth (CWM LLC) first reported a position in Korn Ferry in Q4 2016 and has held it in 30 quarters since.
- 345 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.