Evergreen Capital Management’s AutoZone AZO Stock Holding History

Evergreen Capital Management’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 Q2	$1.13M	Buy	353 +158	+81%	+$525K	0.02%	496
2026 Q1	$659K	Buy	195 +42	+27%	+$151K	0.01%	640
2025 Q4	$519K	Sell	153 -2	-1%	-$7.56K	0.01%	723
2025 Q3	$665K	Buy	155 +21	+16%	+$84.2K	0.02%	532
2025 Q2	$497K	Hold	134	–	–	0.02%	556
2025 Q1	$511K	Buy	134 +13	+11%	+$44.9K	0.02%	501
2024 Q4	$387K	Hold	121	–	–	0.01%	611
2024 Q3	$381K	Buy	121 +3	+3%	+$9.21K	0.01%	615
2024 Q2	$350K	Buy	118 +8	+7%	+$23.4K	0.01%	598
2024 Q1	$347K	Buy	110 +1	+0.9%	+$2.86K	0.01%	580
2023 Q4	$282K	Sell	109 -1	-0.9%	-$2.59K	0.01%	621
2023 Q3	$279K	Sell	110 -3	-3%	-$7.53K	0.01%	584
2023 Q2	$282K	Sell	113 -11	-9%	-$28.1K	0.01%	582
2023 Q1	$305K	Buy	124 +15	+14%	+$36.6K	0.01%	506
2022 Q4	$269K	Sell	109 -30	-22%	-$72.5K	0.01%	517
2022 Q3	$297K	Buy	+139	New	+$303K	0.02%	450

Other funds holding AZO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Evergreen Capital Management's AZO Position: Q2 2026 in Review

Evergreen Capital Management increased its AutoZone (AZO) stake by 81% in Q2 2026, buying an estimated $525K and bringing the position to 353 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #496.

Evergreen Capital Management first reported a position in AZO in Q3 2022 and has held it in 16 quarters since. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Evergreen Capital Management held 353 shares of AutoZone worth $1.13M as of Q2 2026.
Evergreen Capital Management bought 158 AutoZone shares in Q2 2026, an estimated $525K.
AutoZone made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #496 holding.
Evergreen Capital Management first reported a position in AutoZone in Q3 2022 and has held it in 16 quarters since.
321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.