Carson Wealth (CWM LLC)
TBBB icon

Carson Wealth (CWM LLC)’s BBB Foods TBBB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.7K Buy
613
+163
+36% +$5.7K ﹤0.01% 4359
2025
Q4 		$15K Hold
450
– – ﹤0.01% 4342
2025
Q3 		$12K Buy
+450
New +$11.7K ﹤0.01% 4411

Other funds holding TBBB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BBB Foods (TBBB) stake by 36% in Q1 2026, buying an estimated $5.7K and bringing the position to 613 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4359.

Carson Wealth (CWM LLC) first reported a position in TBBB in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 613 shares of BBB Foods worth $21.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 163 BBB Foods shares in Q1 2026, an estimated $5.7K.
  • BBB Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4359 holding.
  • Carson Wealth (CWM LLC) first reported a position in BBB Foods in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

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