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Kerr Financial Planning’s AutoZone AZO Stock Holding History

Kerr Financial Planning’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 		$272K Buy
85
+17
+25% +$56.5K 0.3% 69
2026
Q1 		$241K Sell
68
-13
-16% -$46.6K 0.17% 71
2025
Q4 		$292K Sell
81
-8
-9% -$30.2K 0.39% 58
2025
Q3 		$345K Buy
+89
New +$357K 0.49% 48

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kerr Financial Planning's AZO Position: Q2 2026 in Review

Kerr Financial Planning increased its AutoZone (AZO) stake by 25% in Q2 2026, buying an estimated $56.5K and bringing the position to 85 shares worth $272K. The position accounts for 0.3% of the portfolio, ranked #69.

Kerr Financial Planning first reported a position in AZO in Q3 2025 and has held it in 4 quarters since. The position peaked at $345K in Q3 2025. 1,260 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Kerr Financial Planning held 85 shares of AutoZone worth $272K as of Q2 2026.
  • Kerr Financial Planning bought 17 AutoZone shares in Q2 2026, an estimated $56.5K.
  • AutoZone made up 0.3% of Kerr Financial Planning's portfolio in Q2 2026, its #69 holding.
  • Kerr Financial Planning first reported a position in AutoZone in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's AutoZone position peaked at $345K in Q3 2025.
  • 1,260 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.