RFG Advisory’s Karooooo KARO Stock Holding History

RFG Advisory’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
2025 Q4	–	Sell	-18,056	Closed	-$1.03M	–	1018
2025 Q3	$1.03M	Buy	+18,056	New	+$918K	0.02%	480

Other funds holding KARO

Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

RFG Advisory's KARO Position: Q4 2025 in Review

RFG Advisory sold out of Karooooo (KARO) in Q4 2025, closing a stake of 18,056 shares — an estimated $1.03M sold.

RFG Advisory first reported a position in KARO in Q3 2025 and held it in 1 quarter. The position peaked at $1.03M in Q3 2025. 64 funds tracked by Wall St. Rank hold KARO as of Q4 2025.

RFG Advisory reported no remaining Karooooo position as of Q4 2025 after selling out during the quarter.
RFG Advisory sold 18,056 Karooooo shares in Q4 2025, an estimated $1.03M.
RFG Advisory first reported a position in Karooooo in Q3 2025 and held it in 1 quarter.
RFG Advisory's Karooooo position peaked at $1.03M in Q3 2025.
64 funds tracked by Wall St. Rank held Karooooo as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.