Cape Investment Advisory’s AutoZone AZO Stock Holding History

Cape Investment Advisory’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.59K	Buy	+3	New	+$9.97K	﹤0.01%	876
2025 Q1	–	Sell	-1	Closed	-$3.2K	–	1143
2024 Q4	$3.2K	Hold	1	–	–	﹤0.01%	824
2024 Q3	$3.15K	Hold	1	–	–	﹤0.01%	776
2024 Q2	$2.96K	Sell	1 -4	-80%	-$11.7K	﹤0.01%	750
2024 Q1	$15.8K	Hold	5	–	–	0.01%	472
2023 Q4	$12.9K	Hold	5	–	–	0.01%	615
2023 Q3	$12.7K	Hold	5	–	–	0.01%	520
2023 Q2	$12.5K	Buy	5 +2	+67%	+$5.1K	0.01%	516
2023 Q1	$7.37K	Buy	+3	New	+$7.32K	﹤0.01%	596

Other funds holding AZO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cape Investment Advisory's AZO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in AutoZone (AZO) in Q2 2026: 3 shares worth $9.59K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AZO as recently as Q4 2024.

Cape Investment Advisory first reported a position in AZO in Q1 2023 and has held it in 9 quarters since. The position peaked at $15.8K in Q1 2024. 288 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Cape Investment Advisory held 3 shares of AutoZone worth $9.59K as of Q2 2026.
AutoZone was a new Cape Investment Advisory position in Q2 2026.
AutoZone made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #876 holding.
Cape Investment Advisory first reported a position in AutoZone in Q1 2023 and has held it in 9 quarters since.
Cape Investment Advisory's AutoZone position peaked at $15.8K in Q1 2024.
288 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.