UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in KMX — Carmax Inc

CIK 1463217 IRVING, TX

Back to KMX Full portfolio

Position in KMX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,729,555

+$235,004 QoQ

Shares Held

32,701

-9.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#197

of 553 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in KMX Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,291,949 across 4 Auto & Truck Dealerships names. KMX ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMX	Carmax Inc This page	32,701	$1,729,555
2	CVNA	Carvana Co.	13,997	$921,282
3	PAG	Penske Automotive Group, Inc.	1,794	$321,036
4	VVV	Valvoline Inc	8,095	$320,076

All Filings in KMX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,729,555	32,701	-9.0%	Shares	Defined	2026-08-17
2026-03-31	$1,494,551	35,944	+11.1%	Shares	Defined	2026-05-15
2025-12-31	$1,250,274	32,357	-22.0%	Shares	Defined	2026-02-17
2025-09-30	$1,861,476	41,486	-6.6%	Shares	Defined	2025-11-14
2025-06-30	$2,984,594	44,407	-2.9%	Shares	Defined	2025-08-11
2025-03-31	$3,562,969	45,726	-1.5%	Shares	Defined	2025-05-13
2024-12-31	$3,795,380	46,421	-1.8%	Shares	Defined	2025-02-13
2024-09-30	$3,656,746	47,257	+1.9%	Shares	Defined	2024-11-12
2024-06-30	$3,400,115	46,361	-18.1%	Shares	Defined	2024-08-14
2024-03-31	$4,931,471	56,612	-0.5%	Shares	Defined	2024-05-15
2023-12-31	$4,367,119	56,908	+10.0%	Shares	Defined	2024-02-14
2023-09-30	$3,658,933	51,731	-15.8%	Shares	Defined	2023-11-14
2023-06-30	$5,144,285	61,461	-8.4%	Shares	Defined	2023-08-14
2023-03-31	$4,314,923	67,127	-1.8%	Shares	Defined	2023-08-15
2022-12-31	$4,161,100	68,338	+44.9%	Shares	Defined	2023-02-15
2022-09-30	$3,114,691	47,178	-33.5%	Shares	Defined	2022-11-14
2022-06-30	$6,417,746	70,930	+45.9%	Shares	Defined	2022-08-11
2022-03-31	$4,691,532	48,627	-4.8%	Shares	Defined	2022-05-16
2021-12-31	$6,651,106	51,072	-0.6%	Shares	Defined	2022-02-14
2021-09-30	$6,573,177	51,369	-3.3%	Shares	Defined	2021-11-15
2021-06-30	$6,859,543	53,113	-0.3%	Shares	Defined	2021-08-13
2021-03-31	$7,070,380	53,297	+2.2%	Shares	Defined	2021-05-14
2020-12-31	$4,925,427	52,143	-1.5%	Shares	Defined	2021-02-17
2020-09-30	$4,864,796	52,930	-2.8%	Shares	Defined	2020-11-13
2020-06-30	$4,875,549	54,445	-0.6%	Shares	Defined	2020-08-13
2020-03-31	$2,948,968	54,783	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.