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Kennedy Capital Management’s Carriage Services CSV Stock Holding History

Kennedy Capital Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.21M Buy
114,174
+2,078
+2% +$90.4K 0.11% 286
2025
Q4 		$4.74M Sell
112,096
-800
-0.7% -$34.7K 0.1% 306
2025
Q3 		$5.03M Sell
112,896
-396
-0.3% -$17.9K 0.11% 295
2025
Q2 		$5.18M Buy
113,292
+8,176
+8% +$341K 0.12% 287
2025
Q1 		$4.07M Sell
105,116
-2,894
-3% -$115K 0.1% 320
2024
Q4 		$4.3M Sell
108,010
-2,871
-3% -$106K 0.1% 352
2024
Q3 		$3.64M Sell
110,881
-1,505
-1% -$46.5K 0.08% 379
2024
Q2 		$3.02M Sell
112,386
-483
-0.4% -$12.7K 0.06% 449
2024
Q1 		$3.05M Sell
112,869
-1,678
-1% -$42K 0.06% 441
2023
Q4 		$2.86M Sell
114,547
-1,835
-2% -$43.2K 0.06% 419
2023
Q3 		$3.29M Hold
116,382
– – 0.08% 366
2023
Q2 		$3.78M Hold
116,382
– – 0.09% 352
2023
Q1 		$3.55M Hold
116,382
– – 0.1% 321
2022
Q4 		$3.21M Sell
116,382
-16
-0% -$435 0.09% 350
2022
Q3 		$3.74M Sell
116,398
-79,652
-41% -$2.98M 0.11% 316
2022
Q2 		$7.77M Buy
196,050
+19,852
+11% +$857K 0.22% 160
2022
Q1 		$9.4M Sell
176,198
-110,322
-39% -$5.82M 0.22% 157
2021
Q4 		$18.5M Sell
286,520
-41,769
-13% -$2.16M 0.39% 60
2021
Q3 		$14.6M Sell
328,289
-35,844
-10% -$1.45M 0.33% 77
2021
Q2 		$13.5M Sell
364,133
-223,885
-38% -$8.36M 0.29% 92
2021
Q1 		$20.7M Buy
588,018
+50,318
+9% +$1.75M 0.42% 40
2020
Q4 		$16.8M Sell
537,700
-19,289
-3% -$526K 0.38% 46
2020
Q3 		$12.4M Buy
556,989
+110,363
+25% +$2.32M 0.36% 59
2020
Q2 		$8.09M Buy
446,626
+85,780
+24% +$1.44M 0.23% 126
2020
Q1 		$5.83M Buy
360,846
+2,333
+0.7% +$50.4K 0.21% 148
2019
Q4 		$9.18M Sell
358,513
-20,827
-5% -$505K 0.22% 133
2019
Q3 		$7.75M Sell
379,340
-170,268
-31% -$3.53M 0.19% 171
2019
Q2 		$10.4M Buy
549,608
+83,400
+18% +$1.59M 0.25% 116
2019
Q1 		$8.97M Buy
466,208
+112,640
+32% +$2.17M 0.21% 155
2018
Q4 		$5.48M Buy
353,568
+53,081
+18% +$930K 0.14% 285
2018
Q3 		$6.47M Buy
300,487
+43,095
+17% +$1.01M 0.12% 310
2018
Q2 		$6.32M Buy
257,392
+153,645
+148% +$4M 0.12% 332
2018
Q1 		$2.87M Sell
103,747
-6,256
-6% -$169K 0.06% 545
2017
Q4 		$2.83M Sell
110,003
-983
-0.9% -$25.1K 0.05% 573
2017
Q3 		$2.84M Buy
110,986
+9,580
+9% +$240K 0.05% 566
2017
Q2 		$2.73M Sell
101,406
-15,153
-13% -$407K 0.05% 537
2017
Q1 		$3.16M Sell
116,559
-51,781
-31% -$1.39M 0.06% 530
2016
Q4 		$4.82M Buy
168,340
+552
+0.3% +$14.3K 0.08% 433
2016
Q3 		$3.97M Buy
167,788
+3,427
+2% +$81.3K 0.08% 432
2016
Q2 		$3.89M Sell
164,361
-1,813
-1% -$41.7K 0.08% 423
2016
Q1 		$3.59M Hold
166,174
– – 0.07% 451
2015
Q4 		$4M Sell
166,174
-2,819
-2% -$65.8K 0.08% 427
2015
Q3 		$3.65M Buy
168,993
+10,846
+7% +$249K 0.07% 440
2015
Q2 		$3.78M Hold
158,147
– – 0.07% 473
2015
Q1 		$3.77M Buy
158,147
+471
+0.3% +$10.7K 0.07% 466
2014
Q4 		$3.3M Buy
157,676
+3,377
+2% +$65.1K 0.06% 486
2014
Q3 		$2.67M Buy
154,299
+86,233
+127% +$1.51M 0.05% 515
2014
Q2 		$1.17M Buy
68,066
+22,882
+51% +$394K 0.02% 636
2014
Q1 		$824K Buy
+45,184
New +$906K 0.02% 652

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kennedy Capital Management's CSV Position: Q1 2026 in Review

Kennedy Capital Management increased its Carriage Services (CSV) stake by 1.9% in Q1 2026, buying an estimated $90.4K and bringing the position to 114,174 shares worth $5.21M. The position accounts for 0.11% of the portfolio, ranked #286.

Kennedy Capital Management first reported a position in CSV in Q1 2014 and has held it in 49 quarters since. The position peaked at $20.7M in Q1 2021. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Kennedy Capital Management held 114,174 shares of Carriage Services worth $5.21M as of Q1 2026.
  • Kennedy Capital Management bought 2,078 Carriage Services shares in Q1 2026, an estimated $90.4K.
  • Carriage Services made up 0.11% of Kennedy Capital Management's portfolio in Q1 2026, its #286 holding.
  • Kennedy Capital Management first reported a position in Carriage Services in Q1 2014 and has held it in 49 quarters since.
  • Kennedy Capital Management's Carriage Services position peaked at $20.7M in Q1 2021.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.