Consolidated Planning Corp’s AutoZone AZO Stock Holding History

Consolidated Planning Corp’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
2025 Q4	–	Sell	-1,147	Closed	-$4.92M	–	208
2025 Q3	$4.92M	Buy	1,147 +32	+3%	+$128K	0.52%	65
2025 Q2	$4.14M	Buy	1,115 +46	+4%	+$170K	0.52%	69
2025 Q1	$4.08M	Buy	+1,069	New	+$3.69M	0.56%	65
2023 Q1	–	Sell	-85	Closed	-$210K	–	122
2022 Q4	$210K	Sell	85 -85	-50%	-$205K	0.06%	115
2022 Q3	$364K	Hold	170	–	–	0.11%	84
2022 Q2	$365K	Hold	170	–	–	0.11%	89
2022 Q1	$348K	Hold	170	–	–	0.24%	39
2021 Q4	$356K	Hold	170	–	–	0.23%	40
2021 Q3	$289K	Hold	170	–	–	0.19%	46
2021 Q2	$253K	Hold	170	–	–	0.19%	46
2021 Q1	$238K	Hold	170	–	–	0.15%	45
2020 Q4	$201K	Hold	170	–	–	0.13%	53
2020 Q3	$200K	Buy	+170	New	+$201K	0.15%	45
2020 Q1	–	Sell	-172	Closed	-$205K	–	40
2019 Q4	$205K	Buy	+172	New	+$199K	0.2%	43

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Consolidated Planning Corp's AZO Position: Q4 2025 in Review

Consolidated Planning Corp sold out of AutoZone (AZO) in Q4 2025, closing a stake of 1,147 shares — an estimated $4.92M sold.

Consolidated Planning Corp first reported a position in AZO in Q4 2019 and held it in 14 quarters. The position peaked at $4.92M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

Consolidated Planning Corp reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
Consolidated Planning Corp sold 1,147 AutoZone shares in Q4 2025, an estimated $4.92M.
Consolidated Planning Corp first reported a position in AutoZone in Q4 2019 and held it in 14 quarters.
Consolidated Planning Corp's AutoZone position peaked at $4.92M in Q3 2025.
1,332 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

Based on Consolidated Planning Corp's 13F filing for Q4 2025, filed 28 Jan 2026.