Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Yeti Holdings YETI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Buy
11,542
+141
+1% +$6.2K ﹤0.01% 2133
2025
Q4 		$504K Buy
11,401
+68
+0.6% +$2.62K ﹤0.01% 1913
2025
Q3 		$376K Sell
11,333
-1,848
-14% -$64.6K ﹤0.01% 1960
2025
Q2 		$415K Sell
13,181
-30,666
-70% -$920K ﹤0.01% 1677
2025
Q1 		$1.45M Buy
43,847
+41,443
+1,724% +$1.5M 0.01% 952
2024
Q4 		$93K Sell
2,404
-2,721
-53% -$108K ﹤0.01% 2330
2024
Q3 		$210K Buy
5,125
+2,944
+135% +$115K ﹤0.01% 1733
2024
Q2 		$83K Buy
2,181
+205
+10% +$7.98K ﹤0.01% 2109
2024
Q1 		$76K Sell
1,976
-37
-2% -$1.56K ﹤0.01% 2036
2023
Q4 		$104K Sell
2,013
-170
-8% -$7.53K ﹤0.01% 1749
2023
Q3 		$105K Buy
2,183
+655
+43% +$29.1K ﹤0.01% 1598
2023
Q2 		$59K Buy
1,528
+94
+7% +$3.64K ﹤0.01% 1867
2023
Q1 		$57K Sell
1,434
-8
-0.6% -$330 ﹤0.01% 1792
2022
Q4 		$60K Sell
1,442
-149
-9% -$5.59K ﹤0.01% 1635
2022
Q3 		$45K Buy
1,591
+679
+74% +$28.3K ﹤0.01% 1708
2022
Q2 		$39K Buy
912
+381
+72% +$18.5K ﹤0.01% 1746
2022
Q1 		$32K Buy
531
+218
+70% +$14.1K ﹤0.01% 1816
2021
Q4 		$26K Buy
+313
New +$28.7K ﹤0.01% 1860

Other funds holding YETI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Yeti Holdings (YETI) stake by 1.2% in Q1 2026, buying an estimated $6.2K and bringing the position to 11,542 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Carson Wealth (CWM LLC) first reported a position in YETI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2025. 435 funds tracked by Wall St. Rank hold YETI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,542 shares of Yeti Holdings worth $422K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 141 Yeti Holdings shares in Q1 2026, an estimated $6.2K.
  • Yeti Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2133 holding.
  • Carson Wealth (CWM LLC) first reported a position in Yeti Holdings in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Yeti Holdings position peaked at $1.45M in Q1 2025.
  • 435 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2026.

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