Capital Planning Advisors’s AutoZone AZO Stock Holding History

Capital Planning Advisors’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 Q1	$368K	Sell	109 -804	-88%	-$2.88M	0.05%	115
2025 Q4	$3.1M	Sell	913 -44	-5%	-$166K	0.41%	50
2025 Q3	$4.11M	Buy	957 +5	+0.5%	+$20.1K	0.56%	41
2025 Q2	$3.53M	Sell	952 -14	-1%	-$51.6K	0.52%	43
2025 Q1	$3.68M	Sell	966 -9	-0.9%	-$31.1K	0.57%	44
2024 Q4	$3.12M	Buy	975 +101	+12%	+$320K	0.48%	48
2024 Q3	$2.75M	Sell	874 -12	-1%	-$36.8K	0.42%	53
2024 Q2	$2.63M	Buy	886 +58	+7%	+$170K	0.45%	53
2024 Q1	$2.61M	Buy	828 +10	+1%	+$28.6K	0.46%	52
2023 Q4	$2.12M	Buy	818 +38	+5%	+$98.6K	0.4%	55
2023 Q3	$1.98M	Sell	780 -9	-1%	-$22.6K	0.41%	52
2023 Q2	$1.97M	Sell	789 -11	-1%	-$28.1K	0.4%	54
2023 Q1	$1.97M	Sell	800 -86	-10%	-$210K	0.42%	55
2022 Q4	$2.19M	Buy	886 +359	+68%	+$868K	0.52%	46
2022 Q3	$1.13M	Buy	+527	New	+$1.15M	0.3%	59

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Planning Advisors's AZO Position: Q1 2026 in Review

Capital Planning Advisors reduced its AutoZone (AZO) stake by 88% in Q1 2026, selling an estimated $2.88M and leaving 109 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #115.

Capital Planning Advisors first reported a position in AZO in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.11M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Capital Planning Advisors held 109 shares of AutoZone worth $368K as of Q1 2026.
Capital Planning Advisors sold 804 AutoZone shares in Q1 2026, an estimated $2.88M.
AutoZone made up 0.05% of Capital Planning Advisors's portfolio in Q1 2026, its #115 holding.
Capital Planning Advisors first reported a position in AutoZone in Q3 2022 and has held it in 15 quarters since.
Capital Planning Advisors's AutoZone position peaked at $4.11M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.