GKV Capital Management’s Tractor Supply TSCO Stock Holding History

GKV Capital Management’s Portfolio TSCO Stock Details TSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Buy	36,668 +5,247	+17%	+$181K	0.37%	53
2026 Q1	$1.42M	Buy	31,421 +1,941	+7%	+$98.9K	0.53%	49
2025 Q4	$1.47M	Buy	29,480 +880	+3%	+$47.4K	0.55%	48
2025 Q3	$1.63M	Buy	28,600 +1,400	+5%	+$82.5K	0.64%	42
2025 Q2	$1.44M	Buy	27,200 +1,400	+5%	+$71.6K	0.63%	43
2025 Q1	$1.42M	Buy	25,800 +6,900	+37%	+$378K	0.71%	38
2024 Q4	$1M	Buy	+18,900	New	+$1.07M	0.41%	50

Other funds holding TSCO

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

WIC

Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

GKV Capital Management's TSCO Position: Q2 2026 in Review

GKV Capital Management increased its Tractor Supply (TSCO) stake by 17% in Q2 2026, buying an estimated $181K and bringing the position to 36,668 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #53.

GKV Capital Management first reported a position in TSCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2025. 436 funds tracked by Wall St. Rank hold TSCO as of Q2 2026.

GKV Capital Management held 36,668 shares of Tractor Supply worth $1.16M as of Q2 2026.
GKV Capital Management bought 5,247 Tractor Supply shares in Q2 2026, an estimated $181K.
Tractor Supply made up 0.37% of GKV Capital Management's portfolio in Q2 2026, its #53 holding.
GKV Capital Management first reported a position in Tractor Supply in Q4 2024 and has held it in 7 quarters since.
GKV Capital Management's Tractor Supply position peaked at $1.63M in Q3 2025.
436 funds tracked by Wall St. Rank held Tractor Supply as of Q2 2026.

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