Carson Wealth (CWM LLC)
TKO icon

Carson Wealth (CWM LLC)’s TKO Group TKO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$176K Buy
875
+78
+10% +$16K ﹤0.01% 2831
2025
Q4 		$167K Buy
797
+1
+0.1% +$194 ﹤0.01% 2713
2025
Q3 		$161K Buy
796
+54
+7% +$9.87K ﹤0.01% 2612
2025
Q2 		$135K Buy
742
+209
+39% +$33.6K ﹤0.01% 2474
2025
Q1 		$81K Sell
533
-117
-18% -$17.9K ﹤0.01% 2601
2024
Q4 		$92K Buy
650
+4
+0.6% +$522 ﹤0.01% 2342
2024
Q3 		$80K Buy
646
+310
+92% +$35.4K ﹤0.01% 2349
2024
Q2 		$36K Sell
336
-460
-58% -$46.7K ﹤0.01% 2708
2024
Q1 		$69K Buy
796
+76
+11% +$6.33K ﹤0.01% 2100
2023
Q4 		$59K Sell
720
-48
-6% -$3.81K ﹤0.01% 2073
2023
Q3 		$65K Buy
+768
New +$71.3K ﹤0.01% 1910

Other funds holding TKO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TKO Group (TKO) stake by 9.8% in Q1 2026, buying an estimated $16K and bringing the position to 875 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2831.

Carson Wealth (CWM LLC) first reported a position in TKO in Q3 2023 and has held it in 11 quarters since. 642 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 875 shares of TKO Group worth $176K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 78 TKO Group shares in Q1 2026, an estimated $16K.
  • TKO Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2831 holding.
  • Carson Wealth (CWM LLC) first reported a position in TKO Group in Q3 2023 and has held it in 11 quarters since.
  • 642 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

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