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Carriage Services CSV Perpetual Care Trust Investments — Cost
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Where this comes from
Reported directly by Carriage Services in its filing.
Tagged under the XBRL concept us-gaap:AvailableForSaleDebtSecuritiesAmortizedCostBasis.
The source filing: Carriage Services’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 4:35 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001016281-26-000055
| Line item | Fair Value Hierarchy Level | Cost | Unrealized Gains | Unrealized Losses | Fair Market Value |
|---|---|---|---|---|---|
| Mutual funds: | |||||
| Equity | 1 | 9,386 | 120 | (1,054) | 8,452 |
| Fixed income | 2 | 40,564 | 90 | (330) | 40,324 |
| Alternative investments | 28,535 | 344 | (138) | 28,741 | |
| Trust securities | $98,156 | $3,010 | $(2,994) | $98,172 | |
| Accrued investment income | $600 | $600 | |||
| Preneed cemetery trust investments | $98,772 | ||||
| Market value as a percentage of cost | 100.0% |
Item 1.Financial Statements.
FAQ
- What is Carriage Services's perpetual care trust investments — cost?
- Carriage Services (CSV) reported perpetual care trust investments — cost of $98.16M in Q2 2026.
- How has Carriage Services's perpetual care trust investments — cost changed year-over-year?
- Carriage Services's perpetual care trust investments — cost increased by 13.4% year-over-year, from $86.59M to $98.16M.
- What is the long-term trend for Carriage Services's perpetual care trust investments — cost?
- Over 4 years (2021 to 2025), Carriage Services's perpetual care trust investments — cost has grown at a 20.0% compound annual growth rate (CAGR), from $174.65M to $362.29M.
- What does perpetual care trust investments — cost mean?
- This represents the historical acquisition cost of the investment securities held within the perpetual care and preneed trusts. It serves as the baseline for calculating gains or losses upon the sale of these assets. Tracking cost basis is essential for understanding the underlying performance and tax implications of the investment portfolio.
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