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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Consulate's CRI Position: Q1 2026 in Review

Financial Consulate held its Carter's (CRI) position steady in Q1 2026 at 16 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Financial Consulate first reported a position in CRI in Q3 2025 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

Financial Consulate held 16 shares of Carter's worth $573 as of Q1 2026.
Financial Consulate left its Carter's share count unchanged in Q1 2026.
Carter's made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1210 holding.
Financial Consulate first reported a position in Carter's in Q3 2025 and has held it in 3 quarters since.
275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.