CarMax, Inc.
MX ˙ BMV ˙ US1431301027
SecurityMX:KMX / CarMax, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership65,672 shares
Latest Disclosed Value $ 2,729,671
Captrust Financial Advisors reports 90.95% increase in ownership of KMX / CarMax, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 65,672 shares of CarMax, Inc. (MX:KMX) valued at $2,729,671 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,393 shares of CarMax, Inc.. This represents a change in shares of 90.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CARMAX INC COM Stock 143130102 65,672 31,279 90.95 2,730 105.50 0.0048
2026-02-17 2025-12-31 13F CARMAX INC COM Stock 143130102 34,393 -36,865 -51.73 1,329 -58.46 0.0025
2025-11-19 2025-09-30 13F CARMAX INC COM Stock 143130102 71,258 259 0.36 3,197 -32.99 0.0065
2025-08-15 2025-06-30 13F CARMAX INC COM Stock 143130102 70,999 8,390 13.40 4,772 -2.19 0.0106
2025-05-15 2025-03-31 13F CARMAX INC COM Stock 143130102 62,609 -3,709 -5.59 4,878 -10.03 0.0122
2025-02-14 2024-12-31 13F CARMAX INC COM Stock 143130102 66,318 3,067 4.85 5,422 10.79 0.0155
2024-11-14 2024-09-30 13F CARMAX INC COM Stock 143130102 63,251 -162 -0.26 4,894 5.25 0.0145
2024-08-15 2024-06-30 13F CARMAX INC COM Stock 143130102 63,413 786 1.26 4,651 -14.76 0.0150
2024-05-15 2024-03-31 13F CARMAX INC COM Stock 143130102 62,627 -16,697 -21.05 5,455 -10.38 0.0200
2024-02-14 2023-12-31 13F CARMAX INC COM Stock 143130102 79,324 8,725 12.36 6,087 21.91 0.0210
2023-11-15 2023-09-30 13F CARMAX INC COM Stock 143130102 70,599 54,699 344.02 4,993 275.41 0.0191
2023-08-15 2023-06-30 13F CARMAX INC COM Stock 143130102 15,900 -3,086 -16.25 1,331 9.02 0.0052
2023-05-15 2023-03-31 13F CARMAX INC COM Stock 143130102 18,986 137 0.73 1,220 6.36 0.0054
2023-02-15 2022-12-31 13F CARMAX INC COM Stock 143130102 18,849 6,934 58.20 1,148 45.74 0.0058
2022-11-16 2022-09-30 13F CARMAX INC COM Stock 143130102 11,915 276 2.37 787 -25.26 0.0046
2022-08-23 2022-06-30 13F/A-1 CARMAX INC COM Common Stock 143130102 11,639 562 5.07 1,053 -1.50 0.0068
2022-08-16 2022-06-30 13F CARMAX INC COM COM 143130102 11,761 684 1,064 0.0077
2022-05-16 2022-03-31 13F CARMAX COM 143130102 11,077 3,435 44.95 1,069 7.44 0.0069
2022-02-14 2021-12-31 13F CARMAX INC COM Common Stock 143130102 7,642 -193 -2.46 995 -0.80 0.0068
2021-11-16 2021-09-30 13F CARMAX INC COM Common Stock 143130102 7,835 204 2.67 1,003 1.72 0.0083
2021-08-16 2021-06-30 13F CARMAX INC COM Common Stock 143130102 7,631 -77 -1.00 986 -3.62 0.0092
2021-05-17 2021-03-31 13F CARMAX INC COM Common Stock 143130102 7,708 2,058 36.42 1,023 91.57 0.0111
2021-02-16 2020-12-31 13F CARMAX INC COM Common Stock 143130102 5,650 110 1.99 534 3.09 0.0071
2020-11-17 2020-09-30 13F CARMAX INC COM Common Stock 143130102 5,540 180 3.36 518 8.60 0.0086
2020-08-14 2020-06-30 13F CARMAX INC COM Common Stock 143130102 5,360 1,199 28.82 477 118.81 0.0079
2020-05-15 2020-03-31 13F CARMAX INC COM Common Stock 143130102 4,161 429 11.50 218 -34.73 0.0048
2020-02-14 2019-12-31 13F CARMAX COM 143130102 3,732 2,457 192.71 334 198.21 0.0053
2019-11-14 2019-09-30 13F CARMAX INC COM Common Stock 143130102 1,275 -13 -1.01 112 0.00 0.0039
2019-08-13 2019-06-30 13F CARMAX INC COM Common Stock 143130102 1,288 -507 -28.25 112 -10.40 0.0041
2019-05-15 2019-03-31 13F CARMAX INC COM Common Stock 143130102 1,795 -139 -7.19 125 3.31 0.0051
2019-02-13 2018-12-31 13F CARMAX INC COM Common Stock 143130102 1,934 -140 -6.75 121 -21.94 0.0065
2018-11-15 2018-09-30 13F CARMAX INC COM Common Stock 143130102 2,074 0 0.00 155 2.65 0.0069
2018-08-13 2018-06-30 13F CARMAX INC COM Common Stock 143130102 2,074 226 12.23 151 36.04 0.0084
2018-05-15 2018-03-31 13F CARMAX INC COM Common Stock 143130102 1,848 -241 -11.54 111 -17.16 0.0069
2018-02-14 2017-12-31 13F CARMAX INC COM Common Stock 143130102 2,089 2,089 134 0.0081
2017-11-13 2017-09-30 13F CARMAX INC COM Common Stock 143130102 0 -75 -100.00 0 -100.00
2017-08-10 2017-06-30 13F CARMAX INC COM Common Stock 143130102 75 75 5 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.