Geode Capital Management’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.23B Buy
19,563,835
+160,280
+0.8% +$11.9M 0.08% 228
2025
Q4
$1.63B Buy
19,403,555
+6,914,260
+55% +$514M 0.1% 161
2025
Q3
$940M Buy
12,489,295
+1,328,400
+12% +$95M 0.06% 277
2025
Q2
$750M Buy
11,160,895
+1,105,805
+11% +$60.6M 0.05% 312
2025
Q1
$420M Buy
10,055,090
+661,110
+7% +$29.3M 0.03% 433
2024
Q4
$382M Buy
9,393,980
+376,250
+4% +$16.9M 0.03% 459
2024
Q3
$315M Buy
9,017,730
+655,295
+8% +$18.8M 0.03% 503
2024
Q2
$215M Sell
8,362,435
-2,929,220
-26% -$59M 0.02% 570
2024
Q1
$199M Buy
11,291,655
+814,715
+8% +$9.94M 0.02% 593
2023
Q4
$111M Buy
10,476,940
+788,910
+8% +$5.91M 0.01% 805
2023
Q3
$81.4M Buy
9,688,030
+197,070
+2% +$1.7M 0.01% 892
2023
Q2
$49.2M Buy
9,490,960
+2,587,915
+37% +$7.18M 0.01% 1260
2023
Q1
$13.5M Buy
6,903,045
+305,455
+5% +$530K ﹤0.01% 2068
2022
Q4
$6.25M Buy
6,597,590
+300,840
+5% +$635K ﹤0.01% 2532
2022
Q3
$25.6M Buy
6,296,750
+69,365
+1% +$452K ﹤0.01% 1557
2022
Q2
$28.1M Buy
6,227,385
+1,094,620
+21% +$11.5M ﹤0.01% 1511
2022
Q1
$122M Buy
5,132,765
+180,415
+4% +$5.26M 0.02% 673
2021
Q4
$229M Buy
4,952,350
+248,810
+5% +$13.7M 0.03% 514
2021
Q3
$283M Buy
4,703,540
+742,670
+19% +$49.4M 0.04% 437
2021
Q2
$239M Buy
3,960,870
+486,715
+14% +$26.5M 0.03% 480
2021
Q1
$182M Buy
3,474,155
+494,765
+17% +$27.3M 0.03% 530
2020
Q4
$143M Buy
2,979,390
+246,965
+9% +$11.3M 0.02% 565
2020
Q3
$122M Sell
2,732,425
-90,615
-3% -$3.21M 0.02% 542
2020
Q2
$67.9M Buy
2,823,040
+181,695
+7% +$3.4M 0.01% 724
2020
Q1
$29.1M Buy
2,641,345
+120,900
+5% +$1.87M 0.01% 1054
2019
Q4
$46.4M Buy
2,520,445
+122,115
+5% +$2.04M 0.01% 993
2019
Q3
$31.7M Buy
2,398,330
+558,515
+30% +$8.02M 0.01% 1163
2019
Q2
$23M Sell
1,839,815
-17,565
-0.9% -$226K 0.01% 1393
2019
Q1
$21.6M Buy
1,857,380
+179,980
+11% +$1.51M 0.01% 1362
2018
Q4
$11M Buy
1,677,400
+108,745
+7% +$915K ﹤0.01% 1726
2018
Q3
$18.5M Buy
1,568,655
+229,735
+17% +$2.46M 0.01% 1468
2018
Q2
$11.1M Buy
1,338,920
+674,405
+101% +$4.06M ﹤0.01% 1795
2018
Q1
$3.05M Buy
664,515
+5,805
+0.9% +$23.2K ﹤0.01% 2529
2017
Q4
$2.52M Buy
658,710
+13,940
+2% +$46.1K ﹤0.01% 2625
2017
Q3
$1.89M Sell
644,770
-35,495
-5% -$129K ﹤0.01% 2787
2017
Q2
$2.79M Buy
+680,265
New +$1.86M ﹤0.01% 2538

Other funds holding CVNA