Koa Wealth Management
CPRT icon

Koa Wealth Management’s Copart CPRT Stock Holding History

Koa Wealth Management’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.95M Buy
71,320
+13,805
+24% +$414K 1.26% 23
2026
Q2 		$1.62M Buy
57,515
+5,016
+10% +$162K 1.1% 28
2026
Q1 		$1.74M Buy
52,499
+26,513
+102% +$996K 1.26% 26
2025
Q4 		$1.02M Buy
25,986
+5,971
+30% +$248K 0.7% 35
2025
Q3 		$900K Buy
+20,015
New +$943K 0.67% 36

Other funds holding CPRT

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Koa Wealth Management's CPRT Position: Q3 2026 in Review

Koa Wealth Management increased its Copart (CPRT) stake by 24% in Q3 2026, buying an estimated $414K and bringing the position to 71,320 shares worth $1.95M. The position accounts for 1.26% of the portfolio, ranked #23.

Koa Wealth Management first reported a position in CPRT in Q3 2025 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold CPRT as of Q3 2026.

  • Koa Wealth Management held 71,320 shares of Copart worth $1.95M as of Q3 2026.
  • Koa Wealth Management bought 13,805 Copart shares in Q3 2026, an estimated $414K.
  • Copart made up 1.26% of Koa Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Koa Wealth Management first reported a position in Copart in Q3 2025 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held Copart as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.