Morningstar Investment Management LLC

Position in AZO — Autozone Inc

CIK 1673385 CHICAGO, IL

Position in AZO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,003,854

-$114,014 QoQ

Shares Held

627

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#96

of 321 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Morningstar Investment Management LLC holds $12,475,285 across 8 Auto Parts names. AZO ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	54,821	$5,048,465
2	AZO	Autozone Inc This page	627	$2,003,854
3	MGA	Magna International Inc	28,379	$1,863,365
4	BWA	Borgwarner Inc	18,625	$1,236,700
5	THRM	Gentherm Inc	21,933	$748,134
6	ALV	Autoliv Inc	5,160	$599,437
7	GPC	Genuine Parts Co	4,815	$568,073
8	VC	Visteon Corp	4,105	$407,257

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,003,854	627	0.0%	Shares	Sole	2026-07-21
2026-03-31	$2,117,868	627	+19.4%	Shares	Sole	2026-05-14
2025-12-31	$1,780,537	525	0.0%	Shares	Sole	2026-02-09
2025-09-30	$2,252,376	525	+93.0%	Shares	Sole	2025-11-17
2025-06-30	$1,009,726	272	+20.9%	Shares	Sole	2025-07-28
2024-12-31	$720,450	225	0.0%	Shares	Sole	2025-02-03
2024-09-30	$708,759	225	-25.7%	Shares	Sole	2024-11-12
2024-06-30	$898,122	303	0.0%	Shares	Sole	2024-08-08
2024-03-31	$954,949	303	0.0%	Shares	Sole	2024-05-13
2023-12-31	$783,439	303	+5.2%	Shares	Sole	2024-02-13
2023-09-30	$731,517	288	0.0%	Shares	Sole	2023-11-14
2023-06-30	$718,087	288	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.