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Waverly Advisors’s CarMax KMX Stock Holding History

Waverly Advisors’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 		$786K Sell
14,869
-5,765
-28% -$251K ﹤0.01% 970
2026
Q1 		$858K Buy
20,634
+4,344
+27% +$190K 0.01% 880
2025
Q4 		$629K Sell
16,290
-477
-3% -$19.1K 0.01% 914
2025
Q3 		$752K Sell
16,767
-1,297
-7% -$77.4K 0.01% 718
2025
Q2 		$1.21M Buy
18,064
+3,003
+20% +$202K 0.01% 577
2025
Q1 		$1.17M Sell
15,061
-30
-0.2% -$2.4K 0.01% 573
2024
Q4 		$1.23M Buy
15,091
+366
+2% +$28.7K 0.02% 481
2024
Q3 		$1.14M Sell
14,725
-1,328
-8% -$105K 0.02% 426
2024
Q2 		$1.18M Buy
16,053
+5,362
+50% +$386K 0.02% 410
2024
Q1 		$931K Sell
10,691
-979
-8% -$74K 0.02% 383
2023
Q4 		$896K Buy
+11,670
New +$785K 0.03% 233

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Waverly Advisors's KMX Position: Q2 2026 in Review

Waverly Advisors reduced its CarMax (KMX) stake by 28% in Q2 2026, selling an estimated $251K and leaving 14,869 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Waverly Advisors first reported a position in KMX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2024. 557 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Waverly Advisors held 14,869 shares of CarMax worth $786K as of Q2 2026.
  • Waverly Advisors sold 5,765 CarMax shares in Q2 2026, an estimated $251K.
  • CarMax made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #970 holding.
  • Waverly Advisors first reported a position in CarMax in Q4 2023 and has held it in 11 quarters since.
  • Waverly Advisors's CarMax position peaked at $1.23M in Q4 2024.
  • 557 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.