Yarbrough Capital’s Carvana CVNA Stock Holding History

Yarbrough Capital’s Portfolio CVNA Stock Details CVNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Buy	+3,165	New	+$224K	0.01%	86
2026 Q1	–	Sell	-18,950	Closed	-$1.6M	–	105
2025 Q4	$1.6M	Hold	18,950	–	–	0.05%	80
2025 Q3	$1.43M	Buy	18,950 +5,140	+37%	+$368K	0.04%	88
2025 Q2	$931K	Hold	13,810	–	–	0.03%	99
2025 Q1	$577K	Hold	13,810	–	–	0.02%	127
2024 Q4	$562K	Hold	13,810	–	–	0.02%	129
2024 Q3	$481K	Buy	+13,810	New	+$397K	0.02%	135

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Yarbrough Capital's CVNA Position: Q2 2026 in Review

Yarbrough Capital opened a new position in Carvana (CVNA) in Q2 2026: 3,165 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #86 among its holdings. This is a return to the name: Yarbrough Capital previously reported a position in CVNA as recently as Q4 2025.

Yarbrough Capital first reported a position in CVNA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 817 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Yarbrough Capital held 3,165 shares of Carvana worth $208K as of Q2 2026.
Carvana was a new Yarbrough Capital position in Q2 2026.
Carvana made up 0.01% of Yarbrough Capital's portfolio in Q2 2026, its #86 holding.
Yarbrough Capital first reported a position in Carvana in Q3 2024 and has held it in 7 quarters since.
Yarbrough Capital's Carvana position peaked at $1.6M in Q4 2025.
817 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.