CMA
CRI icon

Cedar Mountain Advisors’s Carter's CRI Stock Holding History

Cedar Mountain Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24K Hold
30
– – ﹤0.01% 919
2026
Q1 		$1.07K Hold
30
– – ﹤0.01% 903
2025
Q4 		$973 Buy
30
+13
+76% +$406 ﹤0.01% 520
2025
Q3 		$480 Buy
+17
New +$488 ﹤0.01% 608

Other funds holding CRI

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cedar Mountain Advisors's CRI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Carter's (CRI) position steady in Q2 2026 at 30 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Cedar Mountain Advisors first reported a position in CRI in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Cedar Mountain Advisors held 30 shares of Carter's worth $1.24K as of Q2 2026.
  • Cedar Mountain Advisors left its Carter's share count unchanged in Q2 2026.
  • Carter's made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #919 holding.
  • Cedar Mountain Advisors first reported a position in Carter's in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.