Carson Wealth (CWM LLC)
PPC icon

Carson Wealth (CWM LLC)’s Pilgrim's Pride PPC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PPC Stock Details PPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Sell
29,151
-31,620
-52% -$1.28M ﹤0.01% 1485
2025
Q4 		$2.37M Sell
60,771
-32,387
-35% -$1.25M 0.01% 1078
2025
Q3 		$3.79M Buy
93,158
+69,213
+289% +$3.14M 0.01% 833
2025
Q2 		$1.08M Buy
23,945
+20,278
+553% +$995K ﹤0.01% 1214
2025
Q1 		$200K Buy
3,667
+1,436
+64% +$71.8K ﹤0.01% 1921
2024
Q4 		$101K Buy
2,231
+145
+7% +$7.06K ﹤0.01% 2282
2024
Q3 		$96K Buy
2,086
+334
+19% +$14.1K ﹤0.01% 2218
2024
Q2 		$67K Buy
1,752
+1,545
+746% +$55.7K ﹤0.01% 2260
2024
Q1 		$7K Buy
207
+17
+9% +$510 ﹤0.01% 3531
2023
Q4 		$5K Sell
190
-128
-40% -$3.26K ﹤0.01% 3534
2023
Q3 		$7K Hold
318
– – ﹤0.01% 3318
2023
Q2 		$7K Sell
318
-47
-13% -$1.06K ﹤0.01% 3294
2023
Q1 		$8K Hold
365
– – ﹤0.01% 3091
2022
Q4 		$9K Sell
365
-42
-10% -$1K ﹤0.01% 2877
2022
Q3 		$9K Buy
407
+330
+429% +$9.54K ﹤0.01% 2767
2022
Q2 		$2K Hold
77
– – ﹤0.01% 3389
2022
Q1 		$2K Buy
+77
New +$2K ﹤0.01% 3211

Other funds holding PPC

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Pilgrim's Pride (PPC) stake by 52% in Q1 2026, selling an estimated $1.28M and leaving 29,151 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Carson Wealth (CWM LLC) first reported a position in PPC in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.79M in Q3 2025. 354 funds tracked by Wall St. Rank hold PPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,151 shares of Pilgrim's Pride worth $1.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 31,620 Pilgrim's Pride shares in Q1 2026, an estimated $1.28M.
  • Pilgrim's Pride made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1485 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pilgrim's Pride in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Pilgrim's Pride position peaked at $3.79M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Pilgrim's Pride as of Q1 2026.

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