Carson Wealth (CWM LLC)
KOP icon

Carson Wealth (CWM LLC)’s Koppers KOP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108K Sell
2,800
-233
-8% -$7.79K ﹤0.01% 3195
2025
Q4 		$82K Sell
3,033
-236
-7% -$6.6K ﹤0.01% 3213
2025
Q3 		$92K Sell
3,269
-238
-7% -$7.33K ﹤0.01% 3046
2025
Q2 		$113K Buy
3,507
+2,010
+134% +$57.7K ﹤0.01% 2606
2025
Q1 		$42K Buy
1,497
+157
+12% +$4.72K ﹤0.01% 3119
2024
Q4 		$43K Sell
1,340
-956
-42% -$34.1K ﹤0.01% 2916
2024
Q3 		$84K Buy
2,296
+738
+47% +$27.5K ﹤0.01% 2308
2024
Q2 		$58K Buy
1,558
+1,096
+237% +$51.1K ﹤0.01% 2367
2024
Q1 		$25K Buy
462
+5
+1% +$259 ﹤0.01% 2755
2023
Q4 		$23K Sell
457
-155
-25% -$6.48K ﹤0.01% 2689
2023
Q3 		$24K Hold
612
– – ﹤0.01% 2565
2023
Q2 		$21K Hold
612
– – ﹤0.01% 2602
2023
Q1 		$21K Sell
612
-6
-1% -$199 ﹤0.01% 2472
2022
Q4 		$17K Buy
618
+348
+129% +$9.39K ﹤0.01% 2480
2022
Q3 		$6K Buy
+270
New +$6.21K ﹤0.01% 2980
2022
Q2 		– Sell
-150
Closed -$4K – 3950
2022
Q1 		$4K Sell
150
-180
-55% -$5.31K ﹤0.01% 2938
2021
Q4 		$10K Buy
+330
New +$10.8K ﹤0.01% 2354

Other funds holding KOP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) reduced its Koppers (KOP) stake by 7.7% in Q1 2026, selling an estimated $7.79K and leaving 2,800 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Carson Wealth (CWM LLC) first reported a position in KOP in Q4 2021 and has held it in 17 quarters since. The position peaked at $113K in Q2 2025. 204 funds tracked by Wall St. Rank hold KOP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,800 shares of Koppers worth $108K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 233 Koppers shares in Q1 2026, an estimated $7.79K.
  • Koppers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3195 holding.
  • Carson Wealth (CWM LLC) first reported a position in Koppers in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Koppers position peaked at $113K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Koppers as of Q1 2026.

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