Position in AZO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,447,760
-$82,374 QoQ
Shares Held
453
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#574
of 1,260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $5,156,618 across 6 Auto Parts names. AZO ranks #2 (28.1% of the industry book) .
All Filings in AZO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,447,760 | 453 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,530,134 | 453 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,539,741 | 454 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,964,930 | 458 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,744,748 | 470 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,395,477 | 366 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,175,134 | 367 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,137,164 | 361 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,064,111 | 359 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,134,593 | 360 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $956,675 | 370 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $955,036 | 376 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $949,970 | 381 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $934,096 | 380 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $942,080 | 382 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $771,094 | 360 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $726,402 | 338 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $658,354 | 322 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $664,555 | 317 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $506,001 | 298 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $432,743 | 290 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $383,373 | 273 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $203,895 | 172 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $173,113 | 147 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $165,833 | 147 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $124,362 | 147 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||