Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s World Kinect Corp WKC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Buy
13,694
+6,104
+80% +$155K ﹤0.01% 2351
2025
Q4 		$178K Sell
7,590
-2,216
-23% -$54.6K ﹤0.01% 2662
2025
Q3 		$254K Sell
9,806
-329
-3% -$8.86K ﹤0.01% 2260
2025
Q2 		$287K Buy
10,135
+8,647
+581% +$229K ﹤0.01% 1898
2025
Q1 		$42K Buy
1,488
+282
+23% +$8K ﹤0.01% 3132
2024
Q4 		$33K Sell
1,206
-319
-21% -$9.15K ﹤0.01% 3113
2024
Q3 		$47K Buy
1,525
+641
+73% +$17.7K ﹤0.01% 2745
2024
Q2 		$23K Buy
884
+302
+52% +$7.64K ﹤0.01% 3037
2024
Q1 		$15K Buy
582
+7
+1% +$166 ﹤0.01% 3113
2023
Q4 		$13K Sell
575
-135
-19% -$2.84K ﹤0.01% 3056
2023
Q3 		$16K Sell
710
-77
-10% -$1.72K ﹤0.01% 2855
2023
Q2 		$16K Sell
787
-70
-8% -$1.67K ﹤0.01% 2797
2023
Q1 		$22K Buy
857
+102
+14% +$2.78K ﹤0.01% 2450
2022
Q4 		$21K Sell
755
-2
-0.3% -$54 ﹤0.01% 2346
2022
Q3 		$18K Sell
757
-163
-18% -$4.04K ﹤0.01% 2310
2022
Q2 		$19K Buy
920
+554
+151% +$13.6K ﹤0.01% 2166
2022
Q1 		$10K Buy
366
+75
+26% +$2.08K ﹤0.01% 2503
2021
Q4 		$8K Buy
+291
New +$8.3K ﹤0.01% 2505
2021
Q2 		$1K Hold
23
– – ﹤0.01% 2870
2021
Q1 		$1K Hold
23
– – ﹤0.01% 2869
2020
Q4 		$1K Hold
23
– – ﹤0.01% 2869
2020
Q3 		$1K Hold
23
– – ﹤0.01% 2866
2020
Q2 		$1K Hold
23
– – ﹤0.01% 2866
2020
Q1 		$1K Hold
23
– – ﹤0.01% 2864
2019
Q4 		$1K Hold
23
– – ﹤0.01% 2864
2019
Q3 		$1K Hold
23
– – ﹤0.01% 2864
2019
Q2 		$1K Hold
23
– – ﹤0.01% 2864
2019
Q1 		$1K Buy
+23
New +$604 ﹤0.01% 2862
2016
Q4 		– Sell
-260
Closed -$12K – 1197
2016
Q3 		$12K Buy
+260
New +$12K ﹤0.01% 665

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 WKC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its World Kinect Corp (WKC) stake by 80% in Q1 2026, buying an estimated $155K and bringing the position to 13,694 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Carson Wealth (CWM LLC) first reported a position in WKC in Q3 2016 and has held it in 29 quarters since. 255 funds tracked by Wall St. Rank hold WKC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,694 shares of World Kinect Corp worth $316K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,104 World Kinect Corp shares in Q1 2026, an estimated $155K.
  • World Kinect Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2351 holding.
  • Carson Wealth (CWM LLC) first reported a position in World Kinect Corp in Q3 2016 and has held it in 29 quarters since.
  • 255 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2026.

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