KCM
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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
Q2 		– Sell
-58
Closed -$2.81K – 744
2026
Q1 		$2.81K Buy
+58
New +$3.2K ﹤0.01% 473

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MG
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Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Key Capital Management sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 58 shares — an estimated $2.81K sold.

Key Capital Management first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $2.81K in Q1 2026. 271 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Key Capital Management reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 58 Carlyle Group shares in Q2 2026, an estimated $2.81K.
  • Key Capital Management first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's Carlyle Group position peaked at $2.81K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.