Carson Wealth (CWM LLC)
KOD icon

Carson Wealth (CWM LLC)’s Kodiak Sciences KOD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131K Buy
3,449
+314
+10% +$8.11K ﹤0.01% 3047
2025
Q4 		$88K Buy
3,135
+150
+5% +$3.07K ﹤0.01% 3164
2025
Q3 		$49K Buy
2,985
+50
+2% +$431 ﹤0.01% 3550
2025
Q2 		$11K Sell
2,935
-147
-5% -$520 ﹤0.01% 4244
2025
Q1 		$9K Buy
3,082
+2,225
+260% +$12.1K ﹤0.01% 4166
2024
Q4 		$9K Buy
857
+64
+8% +$368 ﹤0.01% 3933
2024
Q3 		$2K Buy
793
+772
+3,676% +$2.05K ﹤0.01% 4411
2024
Q2 		$0 Buy
21
+14
+200% +$47 ﹤0.01% 4758
2024
Q1 		$0 Buy
+7
New +$34 ﹤0.01% 4531
2023
Q3 		– Sell
-100
Closed -$1K – 4352
2023
Q2 		$1K Buy
+100
New +$612 ﹤0.01% 3986
2022
Q1 		– Sell
-2
Closed – – 3699
2021
Q4 		$0 Buy
+2
New +$203 ﹤0.01% 3572

Other funds holding KOD

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 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
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kodiak Sciences (KOD) stake by 10% in Q1 2026, buying an estimated $8.11K and bringing the position to 3,449 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Carson Wealth (CWM LLC) first reported a position in KOD in Q4 2021 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold KOD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,449 shares of Kodiak Sciences worth $131K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 314 Kodiak Sciences shares in Q1 2026, an estimated $8.11K.
  • Kodiak Sciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3047 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kodiak Sciences in Q4 2021 and has held it in 11 quarters since.
  • 188 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2026.

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