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Morningstar Investment Management’s Carter's CRI Stock Holding History

Morningstar Investment Management’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 		– Sell
-29,927
Closed -$971K – 326
2025
Q4 		$971K Hold
29,927
– – 0.06% 216
2025
Q3 		$845K Buy
+29,927
New +$859K 0.03% 374

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Management's CRI Position: Q1 2026 in Review

Morningstar Investment Management sold out of Carter's (CRI) in Q1 2026, closing a stake of 29,927 shares — an estimated $971K sold.

Morningstar Investment Management first reported a position in CRI in Q3 2025 and held it in 2 quarters. The position peaked at $971K in Q4 2025. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Morningstar Investment Management reported no remaining Carter's position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 29,927 Carter's shares in Q1 2026, an estimated $971K.
  • Morningstar Investment Management first reported a position in Carter's in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Carter's position peaked at $971K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.