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Banyan Capital Management’s CarMax KMX Stock Holding History

Banyan Capital Management’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.95M Sell
169,214
-2,997
-2% -$130K 3.89% 10
2026
Q1 		$7.16M Buy
172,211
+25,963
+18% +$1.14M 3.09% 13
2025
Q4 		$5.65M Sell
146,248
-31,622
-18% -$1.26M 2.46% 13
2025
Q3 		$7.98M Buy
177,870
+37,043
+26% +$2.21M 3.62% 13
2025
Q2 		$9.46M Buy
140,827
+8,478
+6% +$570K 4.87% 11
2025
Q1 		$10.3M Buy
132,349
+1,710
+1% +$137K 5.82% 7
2024
Q4 		$10.7M Buy
130,639
+48
+0% +$3.77K 6.41% 9
2024
Q3 		$10.1M Sell
130,591
-1,100
-0.8% -$87K 5.85% 9
2024
Q2 		$9.66M Buy
131,691
+1,710
+1% +$123K 5.84% 7
2024
Q1 		$11.3M Buy
129,981
+772
+0.6% +$58.4K 6.42% 6
2023
Q4 		$9.91M Buy
129,209
+1,325
+1% +$89.1K 6.08% 9
2023
Q3 		$9.04M Sell
127,884
-422
-0.3% -$34.6K 5.88% 9
2023
Q2 		$10.7M Hold
128,306
– – 7.1% 8
2023
Q1 		$8.25M Buy
128,306
+43,948
+52% +$2.94M 6.01% 9
2022
Q4 		$5.14M Buy
84,358
+120
+0.1% +$7.7K 3.82% 13
2022
Q3 		$5.56M Buy
84,238
+13,264
+19% +$1.21M 4.14% 14
2022
Q2 		$6.42M Hold
70,974
– – 4.33% 14
2022
Q1 		$6.85M Sell
70,974
-285
-0.4% -$30.7K 3.99% 15
2021
Q4 		$9.28M Sell
71,259
-6,015
-8% -$842K 5.36% 12
2021
Q3 		$9.89M Sell
77,274
-444
-0.6% -$59.1K 6.29% 8
2021
Q2 		$10M Sell
77,718
-1,840
-2% -$227K 6.25% 8
2021
Q1 		$10.6M Sell
79,558
-3,205
-4% -$390K 6.99% 7
2020
Q4 		$7.82M Sell
82,763
-2,199
-3% -$206K 5.63% 9
2020
Q3 		$7.81M Sell
84,962
-6,049
-7% -$604K 6.51% 6
2020
Q2 		$8.15M Sell
91,011
-10
-0% -$784 7.5% 5
2020
Q1 		$4.9M Sell
91,021
-35
-0% -$2.96K 5.2% 9
2019
Q4 		$7.98M Sell
91,056
-298
-0.3% -$28K 6.96% 7
2019
Q3 		$8.04M Sell
91,354
-4,121
-4% -$354K 7.62% 5
2019
Q2 		$8.29M Buy
95,475
+128
+0.1% +$10K 7.78% 5
2019
Q1 		$6.66M Buy
95,347
+4,681
+5% +$289K 6.79% 6
2018
Q4 		$5.69M Buy
+90,666
New +$5.98M 6.36% 7

Other funds holding KMX

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KCG
Kinsale Capital Group Richmond, Virginia $754M AUM 19.97% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Banyan Capital Management's KMX Position: Q2 2026 in Review

Banyan Capital Management reduced its CarMax (KMX) stake by 1.7% in Q2 2026, selling an estimated $130K and leaving 169,214 shares worth $8.95M. The position accounts for 3.89% of the portfolio, ranked #10.

Banyan Capital Management first reported a position in KMX in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.3M in Q1 2024. 228 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Banyan Capital Management held 169,214 shares of CarMax worth $8.95M as of Q2 2026.
  • Banyan Capital Management sold 2,997 CarMax shares in Q2 2026, an estimated $130K.
  • CarMax made up 3.89% of Banyan Capital Management's portfolio in Q2 2026, its #10 holding.
  • Banyan Capital Management first reported a position in CarMax in Q4 2018 and has held it in 31 quarters since.
  • Banyan Capital Management's CarMax position peaked at $11.3M in Q1 2024.
  • 228 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.