SDWIA
KARO icon

Schwarz Dygos Wheeler Investment Advisors’s Karooooo KARO Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$4.65M Hold
94,215
– – 0.89% 28
2026
Q1 		$4.7M Sell
94,215
-11,000
-10% -$520K 0.97% 26
2025
Q4 		$4.79M Hold
105,215
– – 0.99% 23
2025
Q3 		$6.01M Sell
105,215
-1,000
-0.9% -$50.8K 1.27% 18
2025
Q2 		$5.2M Sell
106,215
-13,824
-12% -$652K 1.19% 19
2025
Q1 		$5.11M Sell
120,039
-37,876
-24% -$1.71M 1.21% 17
2024
Q4 		$7.13M Sell
157,915
-17,446
-10% -$737K 1.75% 11
2024
Q3 		$6.95M Buy
175,361
+12
+0% +$434 1.73% 12
2024
Q2 		$5.14M Buy
175,349
+2,000
+1% +$57.4K 1.38% 15
2024
Q1 		$4.34M Hold
173,349
– – 1.21% 19
2023
Q4 		$4.21M Hold
173,349
– – 1.3% 17
2023
Q3 		$3.45M Buy
173,349
+15
+0% +$351 1.17% 20
2023
Q2 		$4.06M Hold
173,334
– – 1.34% 15
2023
Q1 		$4.02M Sell
173,334
-1,129
-0.6% -$27.8K 1.46% 13
2022
Q4 		$4.06M Sell
174,463
-9,471
-5% -$220K 1.6% 11
2022
Q3 		$4.38M Sell
183,934
-932
-0.5% -$23.3K 1.94% 11
2022
Q2 		$3.98M Sell
184,866
-606
-0.3% -$16.4K 1.6% 13
2022
Q1 		$5.5M Buy
185,472
+366
+0.2% +$12K 1.86% 11
2021
Q4 		$7.55M Hold
185,106
– – 2.56% 8
2021
Q3 		$5.46M Buy
185,106
+111,071
+150% +$3.79M 2% 9
2021
Q2 		$2.72M Buy
+74,035
New +$2.7M 0.99% 31

Other funds holding KARO

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $194M AUM 5.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's KARO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Karooooo (KARO) position steady in Q2 2026 at 94,215 shares worth $4.65M. The position accounts for 0.89% of the portfolio, ranked #28.

Schwarz Dygos Wheeler Investment Advisors first reported a position in KARO in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.55M in Q4 2021. 33 funds tracked by Wall St. Rank hold KARO as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 94,215 shares of Karooooo worth $4.65M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Karooooo share count unchanged in Q2 2026.
  • Karooooo made up 0.89% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Karooooo in Q2 2021 and has held it in 21 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Karooooo position peaked at $7.55M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Karooooo as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.