Carson Wealth (CWM LLC)
KSS icon

Carson Wealth (CWM LLC)’s Kohl's KSS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.8K Sell
4,250
-1,357
-24% -$22.9K ﹤0.01% 3752
2025
Q4 		$114K Buy
5,607
+1,351
+32% +$25.3K ﹤0.01% 2970
2025
Q3 		$65K Buy
4,256
+142
+3% +$1.89K ﹤0.01% 3315
2025
Q2 		$35K Sell
4,114
-63
-2% -$484 ﹤0.01% 3532
2025
Q1 		$34K Buy
4,177
+1,386
+50% +$16.1K ﹤0.01% 3289
2024
Q4 		$39K Sell
2,791
-10,495
-79% -$181K ﹤0.01% 2975
2024
Q3 		$280K Buy
13,286
+11,362
+591% +$231K ﹤0.01% 1583
2024
Q2 		$44K Buy
1,924
+948
+97% +$22.9K ﹤0.01% 2560
2024
Q1 		$28K Sell
976
-169
-15% -$4.53K ﹤0.01% 2675
2023
Q4 		$33K Buy
1,145
+428
+60% +$10K ﹤0.01% 2445
2023
Q3 		$15K Sell
717
-72
-9% -$1.82K ﹤0.01% 2877
2023
Q2 		$18K Sell
789
-98
-11% -$2.12K ﹤0.01% 2714
2023
Q1 		$21K Sell
887
-36
-4% -$1.01K ﹤0.01% 2473
2022
Q4 		$23K Sell
923
-300
-25% -$8.5K ﹤0.01% 2268
2022
Q3 		$31K Sell
1,223
-335
-22% -$9.77K ﹤0.01% 1936
2022
Q2 		$56K Buy
1,558
+743
+91% +$36.4K ﹤0.01% 1575
2022
Q1 		$49K Sell
815
-351
-30% -$19.8K ﹤0.01% 1621
2021
Q4 		$58K Buy
+1,166
New +$59.6K ﹤0.01% 1517
2021
Q2 		$55K Hold
998
– – ﹤0.01% 1362
2021
Q1 		$55K Hold
998
– – ﹤0.01% 1362
2020
Q4 		$55K Hold
998
– – ﹤0.01% 1362
2020
Q3 		$55K Hold
998
– – ﹤0.01% 1362
2020
Q2 		$55K Hold
998
– – ﹤0.01% 1362
2020
Q1 		$55K Hold
998
– – ﹤0.01% 1362
2019
Q4 		$55K Hold
998
– – ﹤0.01% 1362
2019
Q3 		$55K Hold
998
– – ﹤0.01% 1362
2019
Q2 		$55K Hold
998
– – ﹤0.01% 1362
2019
Q1 		$55K Sell
998
-166
-14% -$11.3K ﹤0.01% 1362
2018
Q4 		$77K Buy
1,164
+465
+67% +$32.6K ﹤0.01% 775
2018
Q3 		$52K Sell
699
-119
-15% -$9K ﹤0.01% 742
2018
Q2 		$60K Sell
818
-142
-15% -$9.47K ﹤0.01% 602
2018
Q1 		$63K Sell
960
-613,547
-100% -$38.9M ﹤0.01% 513
2017
Q4 		$33.3M Sell
614,507
-41,077
-6% -$1.89M 1.48% 17
2017
Q3 		$29.9M Sell
655,584
-22,639
-3% -$928K 1.41% 13
2017
Q2 		$26.2M Buy
678,223
+104,491
+18% +$4.01M 1.34% 21
2017
Q1 		$22.8M Buy
573,732
+81,982
+17% +$3.35M 1.29% 21
2016
Q4 		$24.3M Buy
+491,750
New +$24.3M 1.49% 15
2016
Q1 		– Sell
-32,010
Closed -$1.52M – 783
2015
Q4 		$1.52M Sell
32,010
-12,590
-28% -$582K 0.15% 136
2015
Q3 		$2.06M Sell
44,600
-26,813
-38% -$1.51M 0.21% 124
2015
Q2 		$4.47M Buy
71,413
+10,446
+17% +$725K 0.43% 92
2015
Q1 		$4.77M Sell
60,967
-20,614
-25% -$1.4M 0.48% 86
2014
Q4 		$4.98M Sell
81,581
-82,489
-50% -$4.77M 0.6% 52
2014
Q3 		$10M Buy
164,070
+123,070
+300% +$6.96M 1.45% 20
2014
Q2 		$2.16M Buy
41,000
+26,800
+189% +$1.45M 0.39% 79
2014
Q1 		$807K Sell
14,200
-9,003
-39% -$483K 0.11% 98
2013
Q4 		$1.32M Buy
23,203
+11,707
+102% +$642K 0.21% 76
2013
Q3 		$595K Buy
+11,496
New +$601K 0.16% 92

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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 KSS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Kohl's (KSS) stake by 24% in Q1 2026, selling an estimated $22.9K and leaving 4,250 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Carson Wealth (CWM LLC) first reported a position in KSS in Q3 2013 and has held it in 47 quarters since. The position peaked at $33.3M in Q4 2017. 370 funds tracked by Wall St. Rank hold KSS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,250 shares of Kohl's worth $54.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,357 Kohl's shares in Q1 2026, an estimated $22.9K.
  • Kohl's made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3752 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kohl's in Q3 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s Kohl's position peaked at $33.3M in Q4 2017.
  • 370 funds tracked by Wall St. Rank held Kohl's as of Q1 2026.

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