Carson Wealth (CWM LLC)
MGPI icon

Carson Wealth (CWM LLC)’s MGP Ingredients MGPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51K Buy
2,775
+1,691
+156% +$37.8K ﹤0.01% 3806
2025
Q4 		$26K Sell
1,084
-2,287
-68% -$55.7K ﹤0.01% 4017
2025
Q3 		$82K Sell
3,371
-774
-19% -$22.4K ﹤0.01% 3138
2025
Q2 		$124K Buy
4,145
+2,094
+102% +$62.3K ﹤0.01% 2541
2025
Q1 		$60K Buy
2,051
+1,149
+127% +$38.4K ﹤0.01% 2825
2024
Q4 		$36K Buy
902
+426
+89% +$23.2K ﹤0.01% 3028
2024
Q3 		$40K Buy
476
+83
+21% +$6.86K ﹤0.01% 2869
2024
Q2 		$29K Buy
393
+325
+478% +$25.4K ﹤0.01% 2867
2024
Q1 		$6K Sell
68
-37
-35% -$3.21K ﹤0.01% 3590
2023
Q4 		$10K Buy
105
+50
+91% +$4.8K ﹤0.01% 3189
2023
Q3 		$6K Sell
55
-10
-15% -$1.13K ﹤0.01% 3382
2023
Q2 		$7K Sell
65
-36
-36% -$3.6K ﹤0.01% 3286
2023
Q1 		$10K Sell
101
-1,589
-94% -$155K ﹤0.01% 2952
2022
Q4 		$180K Buy
1,690
+1,637
+3,089% +$183K ﹤0.01% 1139
2022
Q3 		$6K Buy
53
+25
+89% +$2.69K ﹤0.01% 2982
2022
Q2 		$3K Hold
28
– – ﹤0.01% 3212
2022
Q1 		$2K Buy
28
+26
+1,300% +$2.09K ﹤0.01% 3201
2021
Q4 		$0 Buy
+2
New +$151 ﹤0.01% 3591

Other funds holding MGPI

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its MGP Ingredients (MGPI) stake by 156% in Q1 2026, buying an estimated $37.8K and bringing the position to 2,775 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3806.

Carson Wealth (CWM LLC) first reported a position in MGPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $180K in Q4 2022. 146 funds tracked by Wall St. Rank hold MGPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,775 shares of MGP Ingredients worth $51K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,691 MGP Ingredients shares in Q1 2026, an estimated $37.8K.
  • MGP Ingredients made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3806 holding.
  • Carson Wealth (CWM LLC) first reported a position in MGP Ingredients in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s MGP Ingredients position peaked at $180K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2026.

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