Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kontoor Brands KTB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265K Sell
3,772
-225
-6% -$14.7K ﹤0.01% 2486
2025
Q4 		$244K Sell
3,997
-72
-2% -$5.34K ﹤0.01% 2401
2025
Q3 		$325K Buy
4,069
+157
+4% +$11.2K ﹤0.01% 2065
2025
Q2 		$258K Buy
3,912
+358
+10% +$23.1K ﹤0.01% 1963
2025
Q1 		$228K Buy
3,554
+1,547
+77% +$120K ﹤0.01% 1837
2024
Q4 		$171K Buy
2,007
+52
+3% +$4.46K ﹤0.01% 1931
2024
Q3 		$160K Buy
1,955
+53
+3% +$3.78K ﹤0.01% 1879
2024
Q2 		$126K Buy
1,902
+50
+3% +$3.27K ﹤0.01% 1833
2024
Q1 		$112K Sell
1,852
-75
-4% -$4.49K ﹤0.01% 1809
2023
Q4 		$120K Buy
1,927
+1,186
+160% +$60.9K ﹤0.01% 1647
2023
Q3 		$33K Buy
741
+5
+0.7% +$219 ﹤0.01% 2344
2023
Q2 		$31K Sell
736
-139
-16% -$5.97K ﹤0.01% 2345
2023
Q1 		$42K Buy
875
+8
+0.9% +$379 ﹤0.01% 1989
2022
Q4 		$35K Buy
867
+223
+35% +$8.69K ﹤0.01% 1977
2022
Q3 		$22K Buy
644
+369
+134% +$13.7K ﹤0.01% 2167
2022
Q2 		$9K Sell
275
-22
-7% -$855 ﹤0.01% 2643
2022
Q1 		$12K Buy
297
+234
+371% +$11K ﹤0.01% 2376
2021
Q4 		$3K Buy
+63
New +$3.38K ﹤0.01% 2993
2021
Q2 		$4K Hold
64
– – ﹤0.01% 2450
2021
Q1 		$4K Hold
64
– – ﹤0.01% 2450
2020
Q4 		$4K Hold
64
– – ﹤0.01% 2449
2020
Q3 		$4K Hold
64
– – ﹤0.01% 2449
2020
Q2 		$4K Hold
64
– – ﹤0.01% 2449
2020
Q1 		$4K Hold
64
– – ﹤0.01% 2449
2019
Q4 		$4K Hold
64
– – ﹤0.01% 2448
2019
Q3 		$4K Hold
64
– – ﹤0.01% 2448
2019
Q2 		$4K Buy
+64
New +$1.9K ﹤0.01% 2448

Other funds holding KTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Kontoor Brands (KTB) stake by 5.6% in Q1 2026, selling an estimated $14.7K and leaving 3,772 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Carson Wealth (CWM LLC) first reported a position in KTB in Q2 2019 and has held it in 27 quarters since. The position peaked at $325K in Q3 2025. 409 funds tracked by Wall St. Rank hold KTB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,772 shares of Kontoor Brands worth $265K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 225 Kontoor Brands shares in Q1 2026, an estimated $14.7K.
  • Kontoor Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2486 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kontoor Brands in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Kontoor Brands position peaked at $325K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Kontoor Brands as of Q1 2026.

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