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Applied Finance Capital Management’s LKQ Corp LKQ Stock Holding History

Applied Finance Capital Management’s Portfolio LKQ Stock Details LKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-662,216
Closed -$19.4M – 247
2026
Q1 		$19.4M Buy
662,216
+65,534
+11% +$2.1M 1.46% 30
2025
Q4 		$18M Buy
596,682
+60,337
+11% +$1.82M 1.29% 33
2025
Q3 		$16.4M Buy
536,345
+31,042
+6% +$1.02M 1.16% 34
2025
Q2 		$18.7M Sell
505,303
-124,659
-20% -$4.97M 1.28% 32
2025
Q1 		$26.8M Sell
629,962
-188,830
-23% -$7.49M 1.97% 14
2024
Q4 		$30.1M Buy
818,792
+7,418
+0.9% +$284K 1.31% 32
2024
Q3 		$32.4M Buy
811,374
+88,282
+12% +$3.64M 1.38% 32
2024
Q2 		$30.1M Buy
723,092
+160,850
+29% +$7.19M 1.39% 36
2024
Q1 		$30M Buy
562,242
+146,306
+35% +$7.26M 2.11% 18
2023
Q4 		$19.9M Buy
415,936
+76,135
+22% +$3.55M 1.73% 31
2023
Q3 		$16.8M Buy
339,801
+26,033
+8% +$1.39M 1.83% 27
2023
Q2 		$18.3M Buy
313,768
+10,038
+3% +$558K 2.07% 16
2023
Q1 		$17.2M Sell
303,730
-3,568
-1% -$201K 2.14% 16
2022
Q4 		$16.4M Buy
+307,298
New +$16.2M 2.14% 14

Other funds holding LKQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Applied Finance Capital Management's LKQ Position: Q2 2026 in Review

Applied Finance Capital Management sold out of LKQ Corp (LKQ) in Q2 2026, closing a stake of 662,216 shares — an estimated $19.4M sold.

Applied Finance Capital Management first reported a position in LKQ in Q4 2022 and held it in 14 quarters. The position peaked at $32.4M in Q3 2024. 532 funds tracked by Wall St. Rank hold LKQ as of Q2 2026.

  • Applied Finance Capital Management reported no remaining LKQ Corp position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 662,216 LKQ Corp shares in Q2 2026, an estimated $19.4M.
  • Applied Finance Capital Management first reported a position in LKQ Corp in Q4 2022 and held it in 14 quarters.
  • Applied Finance Capital Management's LKQ Corp position peaked at $32.4M in Q3 2024.
  • 532 funds tracked by Wall St. Rank held LKQ Corp as of Q2 2026.

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