Cape Investment Advisory’s CarMax KMX Stock Holding History

Cape Investment Advisory’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	$47.8K	Buy	+903	New	+$39.3K	0.01%	511
2026 Q1	–	Sell	-15,588	Closed	-$602K	–	739
2025 Q4	$602K	Sell	15,588 -381	-2%	-$15.2K	0.19%	96
2025 Q3	$717K	Buy	15,969 +177	+1%	+$10.6K	0.7%	37
2025 Q2	$1.06M	Buy	15,792 +568	+4%	+$38.2K	0.39%	50
2025 Q1	$1.19M	Sell	15,224 -330	-2%	-$26.5K	0.47%	45
2024 Q4	$1.27M	Buy	15,554 +79	+0.5%	+$6.21K	0.5%	45
2024 Q3	$1.2M	Buy	15,475 +139	+0.9%	+$11K	0.49%	45
2024 Q2	$1.12M	Buy	15,336 +2,974	+24%	+$214K	0.51%	42
2024 Q1	$1.08M	Buy	12,362 +88	+0.7%	+$6.66K	0.5%	42
2023 Q4	$942K	Buy	12,274 +306	+3%	+$20.6K	0.46%	46
2023 Q3	$846K	Buy	11,968 +373	+3%	+$30.5K	0.48%	45
2023 Q2	$971K	Buy	11,595 +49	+0.4%	+$3.59K	0.54%	41
2023 Q1	$742K	Buy	+11,546	New	+$773K	0.45%	46

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

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

Cape Investment Advisory opened a new position in CarMax (KMX) in Q2 2026: 903 shares worth $47.8K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KMX as recently as Q4 2025.

Cape Investment Advisory first reported a position in KMX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q4 2024. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Cape Investment Advisory held 903 shares of CarMax worth $47.8K as of Q2 2026.
CarMax was a new Cape Investment Advisory position in Q2 2026.
CarMax made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #511 holding.
Cape Investment Advisory first reported a position in CarMax in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's CarMax position peaked at $1.27M in Q4 2024.
554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

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