Carson Wealth (CWM LLC)’s Kilroy Realty KRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.5K | Sell |
3,171
-2,274
| -42% | -$74.7K | ﹤0.01% | 3367 |
|
|
2025
Q4 | $203K | Buy |
5,445
+986
| +22% | +$40.3K | ﹤0.01% | 2567 |
|
|
2025
Q3 | $188K | Buy |
4,459
+426
| +11% | +$16.8K | ﹤0.01% | 2497 |
|
|
2025
Q2 | $138K | Buy |
4,033
+227
| +6% | +$7.4K | ﹤0.01% | 2455 |
|
|
2025
Q1 | $125K | Sell |
3,806
-97
| -2% | -$3.47K | ﹤0.01% | 2239 |
|
|
2024
Q4 | $158K | Buy |
3,903
+101
| +3% | +$4.08K | ﹤0.01% | 1983 |
|
|
2024
Q3 | $147K | Buy |
3,802
+766
| +25% | +$27.1K | ﹤0.01% | 1940 |
|
|
2024
Q2 | $95K | Buy |
3,036
+22
| +0.7% | +$731 | ﹤0.01% | 2001 |
|
|
2024
Q1 | $110K | Buy |
3,014
+192
| +7% | +$7.09K | ﹤0.01% | 1822 |
|
|
2023
Q4 | $112K | Buy |
2,822
+598
| +27% | +$19.7K | ﹤0.01% | 1686 |
|
|
2023
Q3 | $70K | Buy |
2,224
+126
| +6% | +$4.37K | ﹤0.01% | 1865 |
|
|
2023
Q2 | $63K | Buy |
2,098
+1,038
| +98% | +$30.3K | ﹤0.01% | 1835 |
|
|
2023
Q1 | $34K | Buy |
1,060
+645
| +155% | +$23.5K | ﹤0.01% | 2129 |
|
|
2022
Q4 | $16K | Sell |
415
-135
| -25% | -$5.56K | ﹤0.01% | 2514 |
|
|
2022
Q3 | $23K | Buy |
550
+410
| +293% | +$20.7K | ﹤0.01% | 2139 |
|
|
2022
Q2 | $7K | Buy |
140
+128
| +1,067% | +$8.12K | ﹤0.01% | 2809 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 3363 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$819 | ﹤0.01% | 3323 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2816 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2816 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2816 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2815 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2815 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2814 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2814 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2814 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2814 |
|
|
2019
Q1 | $1K | Buy |
+18
| New | +$1.29K | ﹤0.01% | 2813 |
|
|
2018
Q1 | – | Sell |
-354
| Closed | -$26K | – | 1480 |
|
|
2017
Q4 | $26K | Sell |
354
-32
| -8% | -$2.35K | ﹤0.01% | 652 |
|
|
2017
Q3 | $27K | Buy |
386
+166
| +75% | +$11.7K | ﹤0.01% | 646 |
|
|
2017
Q2 | $17K | Hold |
220
| – | – | ﹤0.01% | 665 |
|
|
2017
Q1 | $16K | Hold |
220
| – | – | ﹤0.01% | 642 |
|
|
2016
Q4 | $16K | Sell |
220
-10
| -4% | -$715 | ﹤0.01% | 631 |
|
|
2016
Q3 | $16K | Buy |
+230
| New | +$16.2K | ﹤0.01% | 584 |
|
Other funds holding KRC
DCP
RIM
AAMU
Carson Wealth (CWM LLC)'s KRC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Kilroy Realty (KRC) stake by 42% in Q1 2026, selling an estimated $74.7K and leaving 3,171 shares worth $89.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.
Carson Wealth (CWM LLC) first reported a position in KRC in Q3 2016 and has held it in 34 quarters since. The position peaked at $203K in Q4 2025. 342 funds tracked by Wall St. Rank hold KRC as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,171 shares of Kilroy Realty worth $89.5K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,274 Kilroy Realty shares in Q1 2026, an estimated $74.7K.
- Kilroy Realty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3367 holding.
- Carson Wealth (CWM LLC) first reported a position in Kilroy Realty in Q3 2016 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Kilroy Realty position peaked at $203K in Q4 2025.
- 342 funds tracked by Wall St. Rank held Kilroy Realty as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.