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Pinnacle Wealth Planning Services’s Karooooo KARO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio KARO Stock Details KARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.5K Buy
1,054
+181
+21% +$8.56K 0.01% 1173
2025
Q4 		$39.7K Buy
+873
New +$40.9K ﹤0.01% 1364

Other funds holding KARO

GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's KARO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Karooooo (KARO) stake by 21% in Q1 2026, buying an estimated $8.56K and bringing the position to 1,054 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #1173.

Pinnacle Wealth Planning Services first reported a position in KARO in Q4 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold KARO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,054 shares of Karooooo worth $52.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 181 Karooooo shares in Q1 2026, an estimated $8.56K.
  • Karooooo made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1173 holding.
  • Pinnacle Wealth Planning Services first reported a position in Karooooo in Q4 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Karooooo as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.