Carson Wealth (CWM LLC)
KLC

Carson Wealth (CWM LLC)’s KinderCare Learning Companies KLC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KLC Stock Details KLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.7K Buy
13,029
+8,911
+216% +$33.5K ﹤0.01% 4194
2025
Q4 		$18K Buy
4,118
+3,801
+1,199% +$19.1K ﹤0.01% 4243
2025
Q3 		$2K Sell
317
-3,051
-91% -$25.6K ﹤0.01% 5061
2025
Q2 		$34K Buy
3,368
+2,740
+436% +$31.7K ﹤0.01% 3569
2025
Q1 		$7K Buy
+628
New +$11.6K ﹤0.01% 4330

Other funds holding KLC

PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its KinderCare Learning Companies (KLC) stake by 216% in Q1 2026, buying an estimated $33.5K and bringing the position to 13,029 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4194.

Carson Wealth (CWM LLC) first reported a position in KLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $34K in Q2 2025. 110 funds tracked by Wall St. Rank hold KLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,029 shares of KinderCare Learning Companies worth $28.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,911 KinderCare Learning Companies shares in Q1 2026, an estimated $33.5K.
  • KinderCare Learning Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4194 holding.
  • Carson Wealth (CWM LLC) first reported a position in KinderCare Learning Companies in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s KinderCare Learning Companies position peaked at $34K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held KinderCare Learning Companies as of Q1 2026.

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