CPA
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Capital Planning Advisors’s Copart CPRT Stock Holding History

Capital Planning Advisors’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,326
Closed -$209K – 153
2025
Q4 		$209K Sell
5,326
-1,216
-19% -$50.4K 0.03% 158
2025
Q3 		$294K Buy
6,542
+2,336
+56% +$110K 0.04% 126
2025
Q2 		$206K Sell
4,206
-44
-1% -$2.46K 0.03% 135
2025
Q1 		$241K Buy
4,250
+21
+0.5% +$1.18K 0.04% 128
2024
Q4 		$243K Sell
4,229
-15
-0.4% -$854 0.04% 127
2024
Q3 		$222K Hold
4,244
– – 0.03% 134
2024
Q2 		$230K Hold
4,244
– – 0.04% 130
2024
Q1 		$246K Buy
+4,244
New +$218K 0.04% 130
2022
Q3 		– Sell
-36,384
Closed -$988K – 123
2022
Q2 		$988K Sell
36,384
-31,032
-46% -$883K 0.26% 62
2022
Q1 		$2.12M Sell
67,416
-664
-1% -$21.1K 0.45% 56
2021
Q4 		$2.58M Buy
68,080
+38,284
+128% +$1.42M 0.49% 50
2021
Q3 		$1.03M Buy
+29,796
New +$1.06M 0.21% 85

Other funds holding CPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Planning Advisors sold out of Copart (CPRT) in Q1 2026, closing a stake of 5,326 shares — an estimated $209K sold.

Capital Planning Advisors first reported a position in CPRT in Q3 2021 and held it in 12 quarters. The position peaked at $2.58M in Q4 2021. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Capital Planning Advisors reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 5,326 Copart shares in Q1 2026, an estimated $209K.
  • Capital Planning Advisors first reported a position in Copart in Q3 2021 and held it in 12 quarters.
  • Capital Planning Advisors's Copart position peaked at $2.58M in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

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