Schwartz Investment Counsel’s Karooooo KARO Stock Holding History

Schwartz Investment Counsel’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 Q2	$3.99M	Buy	80,755 +2,390	+3%	+$117K	0.13%	82
2026 Q1	$3.91M	Hold	78,365	–	–	0.14%	81
2025 Q4	$3.57M	Buy	78,365 +14,600	+23%	+$684K	0.12%	93
2025 Q3	$3.64M	Buy	63,765 +3,199	+5%	+$163K	0.12%	85
2025 Q2	$2.97M	Hold	60,566	–	–	0.1%	87
2025 Q1	$2.58M	Hold	60,566	–	–	0.09%	88
2024 Q4	$2.73M	Buy	60,566 +8,881	+17%	+$375K	0.1%	84
2024 Q3	$2.05M	Hold	51,685	–	–	0.07%	89
2024 Q2	$1.51M	Hold	51,685	–	–	0.06%	99
2024 Q1	$1.3M	Hold	51,685	–	–	0.05%	106
2023 Q4	$1.26M	Hold	51,685	–	–	0.05%	104
2023 Q3	$1.03M	Buy	51,685 +1,000	+2%	+$23.4K	0.04%	108
2023 Q2	$1.19M	Buy	50,685 +3,429	+7%	+$77.6K	0.05%	104
2023 Q1	$1.1M	Buy	47,256 +10,448	+28%	+$257K	0.05%	105
2022 Q4	$858K	Buy	36,808 +4,613	+14%	+$107K	0.04%	107
2022 Q3	$766K	Buy	32,195 +6,867	+27%	+$172K	0.04%	101
2022 Q2	$545K	Buy	25,328 +500	+2%	+$13.5K	0.03%	110
2022 Q1	$736K	Hold	24,828	–	–	0.03%	106
2021 Q4	$1.01M	Buy	24,828 +1,702	+7%	+$57.9K	0.04%	105
2021 Q3	$683K	Buy	23,126 +1,847	+9%	+$63.1K	0.03%	107
2021 Q2	$782K	Buy	+21,279	New	+$775K	0.03%	104

Other funds holding KARO

CFM

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

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Schwartz Investment Counsel's KARO Position: Q2 2026 in Review

Schwartz Investment Counsel increased its Karooooo (KARO) stake by 3% in Q2 2026, buying an estimated $117K and bringing the position to 80,755 shares worth $3.99M. The position accounts for 0.13% of the portfolio, ranked #82.

Schwartz Investment Counsel first reported a position in KARO in Q2 2021 and has held it in 21 quarters since. 18 funds tracked by Wall St. Rank hold KARO as of Q2 2026.

Schwartz Investment Counsel held 80,755 shares of Karooooo worth $3.99M as of Q2 2026.
Schwartz Investment Counsel bought 2,390 Karooooo shares in Q2 2026, an estimated $117K.
Karooooo made up 0.13% of Schwartz Investment Counsel's portfolio in Q2 2026, its #82 holding.
Schwartz Investment Counsel first reported a position in Karooooo in Q2 2021 and has held it in 21 quarters since.
18 funds tracked by Wall St. Rank held Karooooo as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.