Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sweetgreen SG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
39,294
+31,961
+436% +$194K ﹤0.01% 2726
2025
Q4 		$50K Buy
7,333
+4,984
+212% +$34.3K ﹤0.01% 3608
2025
Q3 		$19K Buy
2,349
+1,508
+179% +$16.4K ﹤0.01% 4166
2025
Q2 		$13K Buy
841
+115
+16% +$1.9K ﹤0.01% 4177
2025
Q1 		$18K Sell
726
-788
-52% -$21.7K ﹤0.01% 3769
2024
Q4 		$49K Buy
1,514
+207
+16% +$7.71K ﹤0.01% 2825
2024
Q3 		$46K Buy
1,307
+534
+69% +$16.2K ﹤0.01% 2755
2024
Q2 		$23K Buy
773
+225
+41% +$6.17K ﹤0.01% 3032
2024
Q1 		$14K Buy
548
+48
+10% +$699 ﹤0.01% 3148
2023
Q4 		$6K Hold
500
– – ﹤0.01% 3456
2023
Q3 		$6K Hold
500
– – ﹤0.01% 3400
2023
Q2 		$6K Sell
500
-715
-59% -$6.62K ﹤0.01% 3378
2023
Q1 		$10K Sell
1,215
-218
-15% -$1.92K ﹤0.01% 2967
2022
Q4 		$12K Buy
1,433
+1,379
+2,554% +$20.1K ﹤0.01% 2718
2022
Q3 		$1K Sell
54
-34
-39% -$580 ﹤0.01% 3757
2022
Q2 		$1K Buy
+88
New +$1.86K ﹤0.01% 3633

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Sweetgreen (SG) stake by 436% in Q1 2026, buying an estimated $194K and bringing the position to 39,294 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Carson Wealth (CWM LLC) first reported a position in SG in Q2 2022 and has held it in 16 quarters since. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,294 shares of Sweetgreen worth $204K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31,961 Sweetgreen shares in Q1 2026, an estimated $194K.
  • Sweetgreen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2726 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sweetgreen in Q2 2022 and has held it in 16 quarters since.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

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