KCM
CG icon

Kerusso Capital Management’s Carlyle Group CG Stock Holding History

Kerusso Capital Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Buy
99,675
+18,919
+23% +$889K 1.53% 36
2026
Q1 		$3.91M Sell
80,756
-5,712
-7% -$315K 1.96% 22
2025
Q4 		$5.11M Buy
86,468
+20,803
+32% +$1.18M 2.36% 7
2025
Q3 		$4.12M Sell
65,665
-3,908
-6% -$244K 2.53% 7
2025
Q2 		$3.58M Buy
69,573
+36
+0.1% +$1.55K 2.21% 17
2025
Q1 		$3.03M Buy
69,537
+1,768
+3% +$87.7K 1.93% 25
2024
Q4 		$3.42M Buy
67,769
+148
+0.2% +$7.5K 2.19% 13
2024
Q3 		$2.91M Buy
67,621
+4,095
+6% +$172K 1.85% 25
2024
Q2 		$2.55M Buy
+63,526
New +$2.74M 1.85% 25

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kerusso Capital Management's CG Position: Q2 2026 in Review

Kerusso Capital Management increased its Carlyle Group (CG) stake by 23% in Q2 2026, buying an estimated $889K and bringing the position to 99,675 shares worth $4.2M. The position accounts for 1.53% of the portfolio, ranked #36.

Kerusso Capital Management first reported a position in CG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.11M in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Kerusso Capital Management held 99,675 shares of Carlyle Group worth $4.2M as of Q2 2026.
  • Kerusso Capital Management bought 18,919 Carlyle Group shares in Q2 2026, an estimated $889K.
  • Carlyle Group made up 1.53% of Kerusso Capital Management's portfolio in Q2 2026, its #36 holding.
  • Kerusso Capital Management first reported a position in Carlyle Group in Q2 2024 and has held it in 9 quarters since.
  • Kerusso Capital Management's Carlyle Group position peaked at $5.11M in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Kerusso Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.