Oak Thistle LLC’s CarMax KMX Stock Holding History

Oak Thistle LLC’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Buy	+30,265	New	+$1.32M	0.15%	245
2025 Q3	–	Sell	-34,613	Closed	-$2.33M	–	561
2025 Q2	$2.33M	Buy	+34,613	New	+$2.33M	0.34%	87
2024 Q4	–	Sell	-10,042	Closed	-$777K	–	480
2024 Q3	$777K	Buy	+10,042	New	+$794K	0.25%	162
2024 Q1	–	Sell	-4,086	Closed	-$314K	–	416
2023 Q4	$314K	Buy	+4,086	New	+$275K	0.09%	353
2023 Q3	–	Sell	-8,985	Closed	-$752K	–	532
2023 Q2	$752K	Buy	+8,985	New	+$658K	0.4%	82
2022 Q2	–	Sell	-2,222	Closed	-$214K	–	297
2022 Q1	$214K	Buy	+2,222	New	+$239K	0.11%	338

Other funds holding KMX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Oak Thistle LLC's KMX Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in CarMax (KMX) in Q2 2026: 30,265 shares worth $1.6M. The stake represents 0.15% of the portfolio and ranks #245 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in KMX as recently as Q2 2025.

Oak Thistle LLC first reported a position in KMX in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 555 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Oak Thistle LLC held 30,265 shares of CarMax worth $1.6M as of Q2 2026.
CarMax was a new Oak Thistle LLC position in Q2 2026.
CarMax made up 0.15% of Oak Thistle LLC's portfolio in Q2 2026, its #245 holding.
Oak Thistle LLC first reported a position in CarMax in Q1 2022 and has held it in 6 quarters since.
Oak Thistle LLC's CarMax position peaked at $2.33M in Q2 2025.
555 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.