Cannell & Spears’s CarMax KMX Stock Holding History

Cannell & Spears’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	$1.02M	Sell	19,336 -200	-1%	-$8.7K	0.02%	250
2026 Q1	$812K	Sell	19,536 -7,400	-27%	-$324K	0.02%	257
2025 Q4	$1.04M	Sell	26,936 -16,825	-38%	-$673K	0.02%	241
2025 Q3	$1.96M	Sell	43,761 -265,164	-86%	-$15.8M	0.04%	190
2025 Q2	$20.8M	Buy	308,925 +260,212	+534%	+$17.5M	0.42%	70
2025 Q1	$3.8M	Sell	48,713 -41,933	-46%	-$3.36M	0.08%	155
2024 Q4	$7.41M	Sell	90,646 -4,166	-4%	-$327K	0.15%	111
2024 Q3	$7.34M	Sell	94,812 -1,360	-1%	-$108K	0.14%	115
2024 Q2	$7.05M	Sell	96,172 -2,345	-2%	-$169K	0.15%	107
2024 Q1	$8.58M	Buy	+98,517	New	+$7.45M	0.18%	104

Other funds holding KMX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Cannell & Spears's KMX Position: Q2 2026 in Review

Cannell & Spears reduced its CarMax (KMX) stake by 1% in Q2 2026, selling an estimated $8.7K and leaving 19,336 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #250.

Cannell & Spears first reported a position in KMX in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.8M in Q2 2025. 555 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Cannell & Spears held 19,336 shares of CarMax worth $1.02M as of Q2 2026.
Cannell & Spears sold 200 CarMax shares in Q2 2026, an estimated $8.7K.
CarMax made up 0.02% of Cannell & Spears's portfolio in Q2 2026, its #250 holding.
Cannell & Spears first reported a position in CarMax in Q1 2024 and has held it in 10 quarters since.
Cannell & Spears's CarMax position peaked at $20.8M in Q2 2025.
555 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.