Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s KT KT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KT Stock Details KT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108K Sell
5,048
-12,430
-71% -$267K ﹤0.01% 3196
2025
Q4 		$332K Buy
17,478
+12,531
+253% +$234K ﹤0.01% 2195
2025
Q3 		$96K Buy
4,947
+955
+24% +$19.5K ﹤0.01% 3019
2025
Q2 		$83K Sell
3,992
-1,018
-20% -$19.4K ﹤0.01% 2876
2025
Q1 		$89K Sell
5,010
-1,966
-28% -$33.9K ﹤0.01% 2515
2024
Q4 		$108K Sell
6,976
-1,399
-17% -$22.3K ﹤0.01% 2237
2024
Q3 		$129K Buy
8,375
+241
+3% +$3.47K ﹤0.01% 2029
2024
Q2 		$111K Buy
8,134
+700
+9% +$9.23K ﹤0.01% 1902
2024
Q1 		$104K Buy
7,434
+565
+8% +$7.79K ﹤0.01% 1862
2023
Q4 		$92K Buy
6,869
+1,037
+18% +$13.3K ﹤0.01% 1817
2023
Q3 		$75K Buy
5,832
+887
+18% +$10.7K ﹤0.01% 1814
2023
Q2 		$56K Buy
4,945
+3,526
+248% +$41.1K ﹤0.01% 1893
2023
Q1 		$16K Sell
1,419
-518
-27% -$6.63K ﹤0.01% 2655
2022
Q4 		$26K Buy
1,937
+1,350
+230% +$18K ﹤0.01% 2178
2022
Q3 		$7K Hold
587
– – ﹤0.01% 2902
2022
Q2 		$8K Buy
+587
New +$8.44K ﹤0.01% 2705
2022
Q1 		– Sell
-103
Closed -$1K – 3702
2021
Q4 		$1K Buy
+103
New +$1.35K ﹤0.01% 3324
2021
Q2 		$3K Hold
201
– – ﹤0.01% 2534
2021
Q1 		$3K Hold
201
– – ﹤0.01% 2534
2020
Q4 		$3K Hold
201
– – ﹤0.01% 2534
2020
Q3 		$3K Hold
201
– – ﹤0.01% 2534
2020
Q2 		$3K Hold
201
– – ﹤0.01% 2533
2020
Q1 		$3K Hold
201
– – ﹤0.01% 2532
2019
Q4 		$3K Hold
201
– – ﹤0.01% 2531
2019
Q3 		$3K Hold
201
– – ﹤0.01% 2531
2019
Q2 		$3K Hold
201
– – ﹤0.01% 2531
2019
Q1 		$3K Sell
201
-79
-28% -$1.07K ﹤0.01% 2531
2018
Q4 		$4K Hold
280
– – ﹤0.01% 1596
2018
Q3 		$4K Sell
280
-247
-47% -$3.38K ﹤0.01% 1400
2018
Q2 		$7K Buy
527
+463
+723% +$6.25K ﹤0.01% 1109
2018
Q1 		$1K Buy
+64
New +$913 ﹤0.01% 1291

Other funds holding KT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NI
Niatross Investments Hong Kong $190M AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its KT (KT) stake by 71% in Q1 2026, selling an estimated $267K and leaving 5,048 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Carson Wealth (CWM LLC) first reported a position in KT in Q1 2018 and has held it in 31 quarters since. The position peaked at $332K in Q4 2025. 258 funds tracked by Wall St. Rank hold KT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,048 shares of KT worth $108K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12,430 KT shares in Q1 2026, an estimated $267K.
  • KT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3196 holding.
  • Carson Wealth (CWM LLC) first reported a position in KT in Q1 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s KT position peaked at $332K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held KT as of Q1 2026.

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