Rockefeller Capital Management
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Rockefeller Capital Management’s Carter's CRI Stock Holding History

Rockefeller Capital 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 		$1.16K Buy
32
+28
+700% +$1.02K ﹤0.01% 4471
2025
Q4 		$141 Sell
4
-74
-95% -$2.31K ﹤0.01% 4611
2025
Q3 		$2.21K Buy
+78
New +$2.24K ﹤0.01% 4070
2024
Q3 		– Sell
-175,198
Closed -$10.9M – 1626
2024
Q2 		$10.9M Buy
175,198
+2,112
+1% +$147K 0.03% 490
2024
Q1 		$14.7M Sell
173,086
-119,236
-41% -$9.46M 0.04% 406
2023
Q4 		$21.9M Buy
292,322
+27,729
+10% +$1.93M 0.07% 274
2023
Q3 		$18.3M Sell
264,593
-27,089
-9% -$1.94M 0.07% 280
2023
Q2 		$21.2M Sell
291,682
-4,128
-1% -$279K 0.08% 249
2023
Q1 		$21.3M Buy
295,810
+272,662
+1,178% +$20.9M 0.09% 244
2022
Q4 		$1.73M Sell
23,148
-394,064
-94% -$28.2M 0.01% 808
2022
Q3 		$27.3M Buy
417,212
+96,136
+30% +$7.36M 0.14% 158
2022
Q2 		$22.6M Sell
321,076
-45,504
-12% -$3.66M 0.12% 182
2022
Q1 		$33.7M Buy
366,580
+73,941
+25% +$6.94M 0.16% 144
2021
Q4 		$29.6M Buy
292,639
+39,458
+16% +$4.02M 0.14% 165
2021
Q3 		$24.6M Sell
253,181
-635
-0.3% -$64.1K 0.13% 180
2021
Q2 		$26.2M Sell
253,816
-2,382
-0.9% -$243K 0.15% 161
2021
Q1 		$22.8M Sell
256,198
-5,101
-2% -$472K 0.15% 154
2020
Q4 		$24.6M Buy
261,299
+17,226
+7% +$1.52M 0.19% 132
2020
Q3 		$21.1M Sell
244,073
-2,297
-0.9% -$191K 0.2% 123
2020
Q2 		$19.9M Buy
246,370
+38
+0% +$3.02K 0.21% 110
2020
Q1 		$16.2M Buy
246,332
+498
+0.2% +$47.9K 0.21% 102
2019
Q4 		$26.9M Buy
245,834
+1,231
+0.5% +$125K 0.34% 69
2019
Q3 		$22.3M Buy
244,603
+9,423
+4% +$859K 0.3% 81
2019
Q2 		$22.9M Sell
235,180
-4,283
-2% -$417K 0.32% 78
2019
Q1 		$24.1M Sell
239,463
-3,190
-1% -$285K 0.34% 67
2018
Q4 		$19.8M Sell
242,653
-4,660
-2% -$423K 0.35% 74
2018
Q3 		$24.4M Sell
247,313
-9,920
-4% -$1.05M 0.37% 69
2018
Q2 		$27.9M Buy
257,233
+8,934
+4% +$961K 0.45% 62
2018
Q1 		$25.8M Buy
+248,299
New +$28.9M 0.43% 63

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Rockefeller Capital Management's CRI Position: Q1 2026 in Review

Rockefeller Capital Management increased its Carter's (CRI) stake by 700% in Q1 2026, buying an estimated $1.02K and bringing the position to 32 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4471.

Rockefeller Capital Management first reported a position in CRI in Q1 2018 and has held it in 29 quarters since. The position peaked at $33.7M in Q1 2022. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Rockefeller Capital Management held 32 shares of Carter's worth $1.16K as of Q1 2026.
  • Rockefeller Capital Management bought 28 Carter's shares in Q1 2026, an estimated $1.02K.
  • Carter's made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4471 holding.
  • Rockefeller Capital Management first reported a position in Carter's in Q1 2018 and has held it in 29 quarters since.
  • Rockefeller Capital Management's Carter's position peaked at $33.7M in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

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