Carson Wealth (CWM LLC)’s Oatly Group OTLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OTLY Stock Details OTLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$375	Sell	37 -12	-24%	-$133	﹤0.01%	5482
2025 Q4	$1K	Hold	49	–	–	﹤0.01%	5261
2025 Q3	$1K	Sell	49 -251	-84%	-$4.04K	﹤0.01%	5168
2025 Q2	$4K	Buy	+300	New	+$3.17K	﹤0.01%	4700
2024 Q4	–	Hold	0	–	–	–	5089
2024 Q3	–	Hold	0	–	–	–	5058
2024 Q2	–	Hold	0	–	–	–	4843
2022 Q4	–	Sell	-6	Closed	–	–	4173
2022 Q3	$0	Sell	6 -16	-73%	-$1.11K	﹤0.01%	4115
2022 Q2	$2K	Buy	+22	New	+$1.72K	﹤0.01%	3384
2022 Q1	–	Sell	-31	Closed	-$5K	–	3773
2021 Q4	$5K	Buy	+31	New	+$6.85K	﹤0.01%	2744
2021 Q2	$3K	Buy	+6	New	+$2.98K	﹤0.01%	2543

Other funds holding OTLY

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Oatly Group (OTLY) stake by 24% in Q1 2026, selling an estimated $133 and leaving 37 shares worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #5482.

Carson Wealth (CWM LLC) first reported a position in OTLY in Q2 2021 and has held it in 8 quarters since. The position peaked at $5K in Q4 2021. 64 funds tracked by Wall St. Rank hold OTLY as of Q1 2026.

Carson Wealth (CWM LLC) held 37 shares of Oatly Group worth $375 as of Q1 2026.
Carson Wealth (CWM LLC) sold 12 Oatly Group shares in Q1 2026, an estimated $133.
Oatly Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5482 holding.
Carson Wealth (CWM LLC) first reported a position in Oatly Group in Q2 2021 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Oatly Group position peaked at $5K in Q4 2021.
64 funds tracked by Wall St. Rank held Oatly Group as of Q1 2026.

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