KWM
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KFG Wealth Management’s AutoZone AZO Stock Holding History

KFG Wealth Management’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 		– Sell
-142
Closed -$480K – 227
2026
Q1 		$480K Buy
142
+3
+2% +$10.8K 0.06% 139
2025
Q4 		$471K Sell
139
-20
-13% -$75.6K 0.06% 142
2025
Q3 		$682K Sell
159
-24
-13% -$96.3K 0.1% 100
2025
Q2 		$679K Buy
183
+4
+2% +$14.7K 0.11% 104
2025
Q1 		$682K Buy
179
+13
+8% +$44.9K 0.12% 94
2024
Q4 		$532K Buy
166
+5
+3% +$15.8K 0.1% 107
2024
Q3 		$507K Hold
161
– – 0.11% 109
2024
Q2 		$477K Buy
161
+5
+3% +$14.6K 0.19% 99
2024
Q1 		$492K Buy
156
+3
+2% +$8.57K 0.2% 91
2023
Q4 		$396K Sell
153
-3
-2% -$7.78K 0.18% 92
2023
Q3 		$396K Buy
156
+20
+15% +$50.2K 0.22% 85
2023
Q2 		$339K Buy
+136
New +$347K 0.2% 82

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

KFG Wealth Management's AZO Position: Q2 2026 in Review

KFG Wealth Management sold out of AutoZone (AZO) in Q2 2026, closing a stake of 142 shares — an estimated $480K sold.

KFG Wealth Management first reported a position in AZO in Q2 2023 and held it in 12 quarters. The position peaked at $682K in Q1 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • KFG Wealth Management reported no remaining AutoZone position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 142 AutoZone shares in Q2 2026, an estimated $480K.
  • KFG Wealth Management first reported a position in AutoZone in Q2 2023 and held it in 12 quarters.
  • KFG Wealth Management's AutoZone position peaked at $682K in Q1 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.