Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kura Sushi USA KRUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KRUS Stock Details KRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5K Buy
279
+144
+107% +$9.66K ﹤0.01% 4435
2025
Q4 		$7K Sell
135
-1,737
-93% -$94.7K ﹤0.01% 4704
2025
Q3 		$111K Sell
1,872
-346
-16% -$27.6K ﹤0.01% 2903
2025
Q2 		$191K Buy
2,218
+2,093
+1,674% +$137K ﹤0.01% 2218
2025
Q1 		$6K Buy
125
+73
+140% +$5.15K ﹤0.01% 4375
2024
Q4 		$5K Buy
52
+1
+2% +$94 ﹤0.01% 4215
2024
Q3 		$4K Buy
51
+26
+104% +$1.65K ﹤0.01% 4191
2024
Q2 		$2K Buy
25
+9
+56% +$908 ﹤0.01% 4225
2024
Q1 		$2K Buy
16
+3
+23% +$291 ﹤0.01% 3998
2023
Q4 		$1K Hold
13
– – ﹤0.01% 3974
2023
Q3 		$1K Hold
13
– – ﹤0.01% 4008
2023
Q2 		$1K Hold
13
– – ﹤0.01% 3989
2023
Q1 		$1K Hold
13
– – ﹤0.01% 3861
2022
Q4 		$1K Buy
13
+6
+86% +$399 ﹤0.01% 3776
2022
Q3 		$1K Hold
7
– – ﹤0.01% 3681
2022
Q2 		$0 Buy
+7
New +$313 ﹤0.01% 3954

Other funds holding KRUS

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kura Sushi USA (KRUS) stake by 107% in Q1 2026, buying an estimated $9.66K and bringing the position to 279 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4435.

Carson Wealth (CWM LLC) first reported a position in KRUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $191K in Q2 2025. 145 funds tracked by Wall St. Rank hold KRUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 279 shares of Kura Sushi USA worth $19.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 144 Kura Sushi USA shares in Q1 2026, an estimated $9.66K.
  • Kura Sushi USA made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4435 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kura Sushi USA in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Kura Sushi USA position peaked at $191K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Kura Sushi USA as of Q1 2026.

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