Carson Wealth (CWM LLC)
THS

Carson Wealth (CWM LLC)’s Treehouse Foods THS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40,062
Closed -$945K – 5792
2025
Q4 		$945K Buy
40,062
+7,947
+25% +$173K ﹤0.01% 1531
2025
Q3 		$649K Buy
32,115
+23,370
+267% +$443K ﹤0.01% 1648
2025
Q2 		$170K Buy
8,745
+8,569
+4,869% +$192K ﹤0.01% 2319
2025
Q1 		$5K Sell
176
-492
-74% -$15.6K ﹤0.01% 4489
2024
Q4 		$23K Sell
668
-100
-13% -$3.65K ﹤0.01% 3354
2024
Q3 		$32K Buy
768
+120
+19% +$4.76K ﹤0.01% 3060
2024
Q2 		$24K Sell
648
-47
-7% -$1.7K ﹤0.01% 3004
2024
Q1 		$27K Buy
695
+161
+30% +$6.38K ﹤0.01% 2718
2023
Q4 		$22K Sell
534
-166
-24% -$6.81K ﹤0.01% 2726
2023
Q3 		$31K Buy
700
+65
+10% +$3.11K ﹤0.01% 2394
2023
Q2 		$32K Sell
635
-29
-4% -$1.49K ﹤0.01% 2326
2023
Q1 		$33K Sell
664
-67
-9% -$3.24K ﹤0.01% 2163
2022
Q4 		$36K Buy
731
+11
+2% +$523 ﹤0.01% 1962
2022
Q3 		$31K Buy
720
+95
+15% +$4.26K ﹤0.01% 1949
2022
Q2 		$26K Buy
625
+209
+50% +$7.67K ﹤0.01% 1972
2022
Q1 		$13K Buy
416
+111
+36% +$4.18K ﹤0.01% 2344
2021
Q4 		$12K Buy
+305
New +$11.8K ﹤0.01% 2267
2021
Q2 		$2K Hold
46
– – ﹤0.01% 2706
2021
Q1 		$2K Hold
46
– – ﹤0.01% 2706
2020
Q4 		$2K Hold
46
– – ﹤0.01% 2705
2020
Q3 		$2K Hold
46
– – ﹤0.01% 2704
2020
Q2 		$2K Hold
46
– – ﹤0.01% 2703
2020
Q1 		$2K Hold
46
– – ﹤0.01% 2703
2019
Q4 		$2K Hold
46
– – ﹤0.01% 2701
2019
Q3 		$2K Hold
46
– – ﹤0.01% 2701
2019
Q2 		$2K Hold
46
– – ﹤0.01% 2700
2019
Q1 		$2K Buy
46
+40
+667% +$2.36K ﹤0.01% 2697
2018
Q4 		$0 Buy
+6
New +$296 ﹤0.01% 2240

Other funds holding THS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Treehouse Foods (THS) in Q1 2026, closing a stake of 40,062 shares — an estimated $945K sold.

Carson Wealth (CWM LLC) first reported a position in THS in Q4 2018 and held it in 28 quarters. The position peaked at $945K in Q4 2025. 2 funds tracked by Wall St. Rank hold THS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Treehouse Foods position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 40,062 Treehouse Foods shares in Q1 2026, an estimated $945K.
  • Carson Wealth (CWM LLC) first reported a position in Treehouse Foods in Q4 2018 and held it in 28 quarters.
  • Carson Wealth (CWM LLC)'s Treehouse Foods position peaked at $945K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2026.

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