Carson Wealth (CWM LLC)
WING icon

Carson Wealth (CWM LLC)’s Wingstop WING Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.8K Sell
386
-180
-32% -$43.3K ﹤0.01% 3677
2025
Q4 		$135K Sell
566
-6,782
-92% -$1.68M ﹤0.01% 2849
2025
Q3 		$1.85M Sell
7,348
-2,790
-28% -$867K 0.01% 1122
2025
Q2 		$3.41M Buy
10,138
+6,620
+188% +$1.96M 0.01% 725
2025
Q1 		$794K Sell
3,518
-383
-10% -$99.6K ﹤0.01% 1264
2024
Q4 		$1.11M Sell
3,901
-1,405
-26% -$478K ﹤0.01% 1024
2024
Q3 		$2.21M Buy
5,306
+3,019
+132% +$1.17M 0.01% 664
2024
Q2 		$967K Buy
2,287
+1,541
+207% +$592K ﹤0.01% 913
2024
Q1 		$273K Buy
746
+481
+182% +$150K ﹤0.01% 1377
2023
Q4 		$68K Buy
265
+22
+9% +$4.75K ﹤0.01% 1998
2023
Q3 		$44K Buy
243
+7
+3% +$1.21K ﹤0.01% 2148
2023
Q2 		$47K Buy
236
+3
+1% +$586 ﹤0.01% 2047
2023
Q1 		$43K Buy
233
+13
+6% +$2.13K ﹤0.01% 1979
2022
Q4 		$30K Buy
220
+11
+5% +$1.62K ﹤0.01% 2094
2022
Q3 		$26K Buy
209
+3
+1% +$359 ﹤0.01% 2067
2022
Q2 		$15K Buy
206
+110
+115% +$9.58K ﹤0.01% 2335
2022
Q1 		$11K Buy
96
+90
+1,500% +$12.8K ﹤0.01% 2449
2021
Q4 		$1K Buy
+6
New +$1.01K ﹤0.01% 3403
2021
Q2 		$0 Hold
3
– – ﹤0.01% 3018
2021
Q1 		$0 Hold
3
– – ﹤0.01% 3016
2020
Q4 		$0 Hold
3
– – ﹤0.01% 3014
2020
Q3 		$0 Hold
3
– – ﹤0.01% 3013
2020
Q2 		$0 Hold
3
– – ﹤0.01% 3011
2020
Q1 		$0 Hold
3
– – ﹤0.01% 3009
2019
Q4 		$0 Hold
3
– – ﹤0.01% 3007
2019
Q3 		$0 Hold
3
– – ﹤0.01% 3007
2019
Q2 		$0 Hold
3
– – ﹤0.01% 3006
2019
Q1 		$0 Sell
3
-12
-80% -$818 ﹤0.01% 3305
2018
Q4 		$1K Buy
15
+6
+67% +$392 ﹤0.01% 2013
2018
Q3 		$1K Buy
+9
New +$541 ﹤0.01% 1770

Other funds holding WING

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Wingstop (WING) stake by 32% in Q1 2026, selling an estimated $43.3K and leaving 386 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Carson Wealth (CWM LLC) first reported a position in WING in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.41M in Q2 2025. 400 funds tracked by Wall St. Rank hold WING as of Q1 2026.

  • Carson Wealth (CWM LLC) held 386 shares of Wingstop worth $59.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 180 Wingstop shares in Q1 2026, an estimated $43.3K.
  • Wingstop made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3677 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wingstop in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Wingstop position peaked at $3.41M in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Wingstop as of Q1 2026.

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