KFA
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Kelleher Financial Advisors’s Carvana CVNA Stock Holding History

Kelleher Financial Advisors’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$842K Buy
+12,500
New +$928K 0.21% 76
2025
Q4 		– Sell
-12,500
Closed -$943K – 716
2025
Q3 		$943K Hold
12,500
– – 0.24% 65
2025
Q2 		$842K Hold
12,500
– – 0.29% 51
2025
Q1 		$523K Hold
12,500
– – 0.21% 67
2024
Q4 		$508K Hold
12,500
– – 0.19% 71
2024
Q3 		$435K Hold
12,500
– – 0.17% 77
2024
Q2 		$322K Hold
12,500
– – 0.13% 91
2024
Q1 		$220K Buy
+12,500
New +$153K 0.09% 112
2022
Q2 		– Sell
-12,500
Closed -$298K – 140
2022
Q1 		$298K Buy
+12,500
New +$365K 0.16% 96

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return