Capital Advisors, Ltd. LLC

Position in KMX — Carmax Inc

CIK 1597878 SHAKER HEIGHTS, OH

Position in KMX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$16,924

+$3,952 QoQ

Shares Held

320

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#454

of 553 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $126,814 across 7 Auto & Truck Dealerships names. KMX ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	1,299	$85,500
2	VVV	Valvoline Inc	488	$19,295
3	KMX	Carmax Inc This page	320	$16,924
4	LAD	Lithia Motors Inc	11	$3,195
5	PAG	Penske Automotive Group, Inc.	4	$715
6	ABG	Asbury Automotive Group Inc	3	$603
7	GPI	Group 1 Automotive Inc	2	$582

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,924	320	+2.6%	Shares	Sole	2026-07-16
2026-03-31	$12,972	312	0.0%	Shares	Sole	2026-04-16
2025-12-31	$12,055	312	-9.3%	Shares	Sole	2026-01-21
2025-09-30	$15,435	344	-6.3%	Shares	Sole	2025-10-16
2025-06-30	$24,666	367	+1.4%	Shares	Sole	2025-07-24
2025-03-31	$28,207	362	-8.1%	Shares	Sole	2025-04-15
2024-12-31	$32,213	394	+8.5%	Shares	Sole	2025-02-04
2024-09-30	$28,088	363	0.0%	Shares	Sole	2024-10-24
2024-06-30	$26,622	363	+3.1%	Shares	Sole	2024-07-25
2024-03-31	$30,662	352	-0.3%	Shares	Sole	2024-04-18
2023-12-31	$27,089	353	-8.1%	Shares	Sole	2024-02-02
2023-09-30	$27,160	384	0.0%	Shares	Sole	2023-10-27
2023-06-30	$32,140	384	+456.5%	Shares	Sole	2023-07-26
2023-03-31	$4	69	-81.1%	Shares	Sole	2023-05-03
2022-12-31	$4	366	+4475.0%	Shares	Sole	2023-02-07
2022-09-30	$528	8	-27.3%	Shares	Sole	2022-11-09
2022-06-30	$995	11	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.