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
2014
Q1 		– Sell
-221
Closed -$67K – 330
2013
Q4 		$67K Buy
+221
New +$12.1K 0.01% 233

Other funds holding KSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 368 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.
  • 368 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.