Position in KMX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$161,330
+$30,341 QoQ
Shares Held
3,880
+14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $808,979 across 16 Auto & Truck Dealerships names. KMX ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
This page
|
3,880 | $161,330 | |
| 2 | CARG |
CarGurus, Inc.
|
4,195 | $142,839 | |
| 3 | GPI |
Group 1 Automotive Inc
|
288 | $95,221 | |
| 4 | AN |
Autonation, Inc.
|
448 | $87,476 | |
| 5 | OPLN |
OPENLANE, Inc.
|
2,688 | $78,355 | |
| 6 | LAD |
Lithia Motors Inc
|
259 | $64,677 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
224 | $43,771 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
490 | $32,393 |
All Filings in KMX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,330 | 3,880 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $130,989 | 3,390 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $40,239 | 426 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||