Key Capital Management
CG icon

Key Capital Management’s Carlyle Group CG Stock Holding History

Key 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
Q3 		$595 Buy
+15
New +$680 ﹤0.01% 736
2026
Q2 		– Sell
-58
Closed -$2.81K – 744
2026
Q1 		$2.81K Buy
+58
New +$3.2K ﹤0.01% 473

Other funds holding CG

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Key Capital Management's CG Position: Q3 2026 in Review

Key Capital Management opened a new position in Carlyle Group (CG) in Q3 2026: 15 shares worth $595. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Key Capital Management previously reported a position in CG as recently as Q1 2026.

Key Capital Management first reported a position in CG in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.81K in Q1 2026. 279 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Key Capital Management held 15 shares of Carlyle Group worth $595 as of Q3 2026.
  • Carlyle Group was a new Key Capital Management position in Q3 2026.
  • Carlyle Group made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #736 holding.
  • Key Capital Management first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
  • Key Capital Management's Carlyle Group position peaked at $2.81K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.