WCG Wealth Advisors’s CarMax KMX Stock Holding History

WCG Wealth 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
2025 Q1	–	Sell	-46,793	Closed	-$3.83M	–	310
2024 Q4	$3.83M	Buy	46,793 +2,333	+5%	+$183K	0.25%	103
2024 Q3	$3.44M	Sell	44,460 -48	-0.1%	-$3.8K	0.23%	106
2024 Q2	$3.26M	Buy	44,508 +5,740	+15%	+$414K	0.24%	94
2024 Q1	$3.38M	Sell	38,768 -9,601	-20%	-$726K	0.28%	83
2023 Q4	$3.71M	Sell	48,369 -8,530	-15%	-$573K	0.27%	87
2023 Q3	$4.07M	Buy	56,899 +2,515	+5%	+$206K	0.3%	84
2023 Q2	$4.55M	Buy	54,384 +4,722	+10%	+$346K	0.53%	49
2023 Q1	$3.19M	Buy	49,662 +3,173	+7%	+$212K	0.41%	57
2022 Q4	$2.83M	Buy	46,489 +2,790	+6%	+$179K	0.39%	59
2022 Q3	$3.11M	Sell	43,699 -1,261	-3%	-$115K	0.41%	55
2022 Q2	$4.07M	Buy	+44,960	New	+$4.23M	0.56%	46

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

WCG Wealth Advisors's KMX Position: Q1 2025 in Review

WCG Wealth Advisors sold out of CarMax (KMX) in Q1 2025, closing a stake of 46,793 shares — an estimated $3.83M sold.

WCG Wealth Advisors first reported a position in KMX in Q2 2022 and held it in 11 quarters. The position peaked at $4.55M in Q2 2023. 753 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

WCG Wealth Advisors reported no remaining CarMax position as of Q1 2025 after selling out during the quarter.
WCG Wealth Advisors sold 46,793 CarMax shares in Q1 2025, an estimated $3.83M.
WCG Wealth Advisors first reported a position in CarMax in Q2 2022 and held it in 11 quarters.
WCG Wealth Advisors's CarMax position peaked at $4.55M in Q2 2023.
753 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.