Financial Consulate’s Carter's CRI Stock Holding History

Financial Consulate’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	$659	Hold	16	–	–	﹤0.01%	1252
2026 Q1	$573	Hold	16	–	–	﹤0.01%	1210
2025 Q4	$519	Hold	16	–	–	﹤0.01%	1159
2025 Q3	$452	Buy	+16	New	+$459	﹤0.01%	1052

Other funds holding CRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Consulate's CRI Position: Q2 2026 in Review

Financial Consulate held its Carter's (CRI) position steady in Q2 2026 at 16 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Financial Consulate first reported a position in CRI in Q3 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

Financial Consulate held 16 shares of Carter's worth $659 as of Q2 2026.
Financial Consulate left its Carter's share count unchanged in Q2 2026.
Carter's made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1252 holding.
Financial Consulate first reported a position in Carter's in Q3 2025 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.