National Pension Service’s Carvana CVNA Stock Holding History

National Pension Service’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 Q2	$99.3M	Buy	1,508,963 +134,868	+10%	+$9.54M	0.06%	227
2026 Q1	$86.4M	Buy	1,374,095 +103,530	+8%	+$7.68M	0.07%	231
2025 Q4	$107M	Buy	1,270,565 +305,980	+32%	+$22.7M	0.08%	199
2025 Q3	$72.8M	Buy	964,585 +21,245	+2%	+$1.52M	0.06%	243
2025 Q2	$63.6M	Buy	943,340 +8,535	+0.9%	+$468K	0.05%	254
2025 Q1	$39.1M	Buy	+934,805	New	+$41.4M	0.04%	351
2022 Q1	–	Sell	-557,445	Closed	-$25.8M	–	527
2021 Q4	$25.8M	Buy	557,445 +57,310	+11%	+$3.15M	0.05%	437
2021 Q3	$30.2M	Sell	500,135 -4,850	-1%	-$323K	0.06%	379
2021 Q2	$30.5M	Hold	504,985	–	–	0.06%	389
2021 Q1	$26.5M	Sell	504,985 -1,725	-0.3%	-$95.1K	0.06%	414
2020 Q4	$24.3M	Buy	+506,710	New	+$23.2M	0.06%	420

Other funds holding CVNA

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

National Pension Service's CVNA Position: Q2 2026 in Review

National Pension Service increased its Carvana (CVNA) stake by 9.8% in Q2 2026, buying an estimated $9.54M and bringing the position to 1,508,963 shares worth $99.3M. The position accounts for 0.06% of the portfolio, ranked #227.

National Pension Service first reported a position in CVNA in Q4 2020 and has held it in 11 quarters since. The position peaked at $107M in Q4 2025. 602 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

National Pension Service held 1,508,963 shares of Carvana worth $99.3M as of Q2 2026.
National Pension Service bought 134,868 Carvana shares in Q2 2026, an estimated $9.54M.
Carvana made up 0.06% of National Pension Service's portfolio in Q2 2026, its #227 holding.
National Pension Service first reported a position in Carvana in Q4 2020 and has held it in 11 quarters since.
National Pension Service's Carvana position peaked at $107M in Q4 2025.
602 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.