Carson Wealth (CWM LLC)
STKL

Carson Wealth (CWM LLC)’s SunOpta STKL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.1K Buy
13,904
+10,480
+306% +$59.2K ﹤0.01% 3360
2025
Q4 		$13K Sell
3,424
-1,349
-28% -$6.12K ﹤0.01% 4434
2025
Q3 		$28K Sell
4,773
-366
-7% -$2.27K ﹤0.01% 3932
2025
Q2 		$30K Buy
5,139
+1,436
+39% +$7.54K ﹤0.01% 3657
2025
Q1 		$18K Buy
3,703
+11
+0.3% +$73 ﹤0.01% 3771
2024
Q4 		$28K Sell
3,692
-89
-2% -$629 ﹤0.01% 3231
2024
Q3 		$24K Buy
3,781
+248
+7% +$1.45K ﹤0.01% 3250
2024
Q2 		$19K Sell
3,533
-867
-20% -$5.09K ﹤0.01% 3157
2024
Q1 		$30K Buy
4,400
+417
+10% +$2.58K ﹤0.01% 2646
2023
Q4 		$22K Buy
3,983
+988
+33% +$4.33K ﹤0.01% 2725
2023
Q3 		$10K Hold
2,995
– – ﹤0.01% 3145
2023
Q2 		$20K Sell
2,995
-5
-0.2% -$38 ﹤0.01% 2649
2023
Q1 		$23K Hold
3,000
– – ﹤0.01% 2413
2022
Q4 		$25K Hold
3,000
– – ﹤0.01% 2218
2022
Q3 		$27K Buy
3,000
+2,000
+200% +$19K ﹤0.01% 2032
2022
Q2 		$8K Hold
1,000
– – ﹤0.01% 2737
2022
Q1 		$5K Hold
1,000
– – ﹤0.01% 2874
2021
Q4 		$7K Buy
+1,000
New +$7.24K ﹤0.01% 2573
2021
Q2 		$12K Hold
1,000
– – ﹤0.01% 2030
2021
Q1 		$12K Hold
1,000
– – ﹤0.01% 2030
2020
Q4 		$12K Hold
1,000
– – ﹤0.01% 2030
2020
Q3 		$12K Hold
1,000
– – ﹤0.01% 2029
2020
Q2 		$12K Hold
1,000
– – ﹤0.01% 2029
2020
Q1 		$12K Hold
1,000
– – ﹤0.01% 2029
2019
Q4 		$12K Hold
1,000
– – ﹤0.01% 2029
2019
Q3 		$12K Hold
1,000
– – ﹤0.01% 2029
2019
Q2 		$12K Hold
1,000
– – ﹤0.01% 2029
2019
Q1 		$12K Buy
+1,000
New +$3.87K ﹤0.01% 2028

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SunOpta (STKL) stake by 306% in Q1 2026, buying an estimated $59.2K and bringing the position to 13,904 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Carson Wealth (CWM LLC) first reported a position in STKL in Q1 2019 and has held it in 28 quarters since. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,904 shares of SunOpta worth $90.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,480 SunOpta shares in Q1 2026, an estimated $59.2K.
  • SunOpta made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3360 holding.
  • Carson Wealth (CWM LLC) first reported a position in SunOpta in Q1 2019 and has held it in 28 quarters since.
  • 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

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