Carson Wealth (CWM LLC)
SHCO

Carson Wealth (CWM LLC)’s Soho House & Co SHCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHCO Stock Details SHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,383
Closed -$39K – 5780
2025
Q4 		$39K Buy
4,383
+109
+3% +$967 ﹤0.01% 3787
2025
Q3 		$38K Buy
4,274
+181
+4% +$1.43K ﹤0.01% 3739
2025
Q2 		$30K Buy
4,093
+3,936
+2,507% +$24.4K ﹤0.01% 3654
2025
Q1 		$1K Buy
+157
New +$1.14K ﹤0.01% 4983

Other funds holding SHCO

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

Carson Wealth (CWM LLC) sold out of Soho House & Co (SHCO) in Q1 2026, closing a stake of 4,383 shares — an estimated $39K sold.

Carson Wealth (CWM LLC) first reported a position in SHCO in Q1 2025 and held it in 4 quarters. The position peaked at $39K in Q4 2025. 1 fund tracked by Wall St. Rank holds SHCO as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Soho House & Co position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,383 Soho House & Co shares in Q1 2026, an estimated $39K.
  • Carson Wealth (CWM LLC) first reported a position in Soho House & Co in Q1 2025 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Soho House & Co position peaked at $39K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Soho House & Co as of Q1 2026.

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