Diversified Trust’s CarMax KMX Stock Holding History

Diversified Trust’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
2025 Q4	–	Sell	-15,453	Closed	-$693K	–	1074
2025 Q3	$693K	Buy	+15,453	New	+$923K	0.01%	518
2022 Q1	–	Sell	-1,956	Closed	-$255K	–	844
2021 Q4	$255K	Buy	+1,956	New	+$274K	0.01%	690

Other funds holding KMX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Diversified Trust's KMX Position: Q4 2025 in Review

Diversified Trust sold out of CarMax (KMX) in Q4 2025, closing a stake of 15,453 shares — an estimated $693K sold.

Diversified Trust first reported a position in KMX in Q4 2021 and held it in 2 quarters. The position peaked at $693K in Q3 2025. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Diversified Trust reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Diversified Trust sold 15,453 CarMax shares in Q4 2025, an estimated $693K.
Diversified Trust first reported a position in CarMax in Q4 2021 and held it in 2 quarters.
Diversified Trust's CarMax position peaked at $693K in Q3 2025.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.