Fuller & Thaler Asset Management’s LKQ Corp LKQ Stock Holding History

Fuller & Thaler Asset Management’s Portfolio LKQ Stock Details LKQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317M	Buy	12,041,227 +2,099,083	+21%	+$58.3M	0.86%	20
2026 Q1	$292M	Buy	9,942,144 +1,683,893	+20%	+$54M	0.98%	14
2025 Q4	$249M	Buy	8,258,251 +1,444,531	+21%	+$43.6M	0.84%	18
2025 Q3	$208M	Buy	6,813,720 +2,173,313	+47%	+$71.4M	0.71%	28
2025 Q2	$172M	Sell	4,640,407 -52,014	-1%	-$2.07M	0.63%	38
2025 Q1	$200M	Buy	4,692,421 +187,713	+4%	+$7.44M	0.78%	24
2024 Q4	$166M	Buy	+4,504,708	New	+$172M	0.63%	40
2024 Q2	–	Sell	-1,390	Closed	-$74.2K	–	578
2024 Q1	$74.2K	Sell	1,390 -45	-3%	-$2.23K	﹤0.01%	477
2023 Q4	$68.6K	Buy	1,435 +1,205	+524%	+$56.2K	﹤0.01%	472
2023 Q3	$11.4K	Hold	230	–	–	﹤0.01%	460
2023 Q2	$13.4K	Hold	230	–	–	﹤0.01%	455
2023 Q1	$13.1K	Hold	230	–	–	﹤0.01%	464
2022 Q4	$12K	Buy	+230	New	+$12.2K	﹤0.01%	465
2016 Q2	–	Sell	-2,100	Closed	-$67K	–	822
2016 Q1	$67K	Sell	2,100 -5,400	-72%	-$151K	﹤0.01%	488
2015 Q4	$222K	Hold	7,500	–	–	﹤0.01%	373
2015 Q3	$213K	Buy	+7,500	New	+$228K	0.01%	381

Other funds holding LKQ

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fuller & Thaler Asset Management's LKQ Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its LKQ Corp (LKQ) stake by 21% in Q2 2026, buying an estimated $58.3M and bringing the position to 12,041,227 shares worth $317M. The position accounts for 0.86% of the portfolio, ranked #20.

Fuller & Thaler Asset Management first reported a position in LKQ in Q3 2015 and has held it in 16 quarters since. 415 funds tracked by Wall St. Rank hold LKQ as of Q2 2026.

Fuller & Thaler Asset Management held 12,041,227 shares of LKQ Corp worth $317M as of Q2 2026.
Fuller & Thaler Asset Management bought 2,099,083 LKQ Corp shares in Q2 2026, an estimated $58.3M.
LKQ Corp made up 0.86% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #20 holding.
Fuller & Thaler Asset Management first reported a position in LKQ Corp in Q3 2015 and has held it in 16 quarters since.
415 funds tracked by Wall St. Rank held LKQ Corp as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.