MONTAG A & ASSOCIATES INC

Position in KMX — Carmax Inc

CIK 829407 ATLANTA, GA

Position in KMX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$398,050

+$85,119 QoQ

Shares Held

7,526

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#318

of 553 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $449,975 across 5 Auto & Truck Dealerships names. KMX ranks #1 (88.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMX	Carmax Inc This page	7,526	$398,050
2	DRVN	Driven Brands Holdings Inc.	1,940	$27,043
3	VVV	Valvoline Inc	606	$23,961
4	CVNA	Carvana Co.	14	$921
5	RUSHA	Rush Enterprises Inc \Tx\	14	$0

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,050	7,526	0.0%	Shares	Sole	2026-08-05
2026-03-31	$312,931	7,526	0.0%	Shares	Sole	2026-04-29
2025-12-31	$290,804	7,526	-24.9%	Shares	Sole	2026-02-02
2025-09-30	$449,911	10,027	-15.2%	Shares	Sole	2025-11-12
2025-06-30	$794,354	11,819	-6.9%	Shares	Sole	2025-08-07
2025-03-31	$989,506	12,699	-22.9%	Shares	Sole	2025-05-05
2024-12-31	$1,346,341	16,467	-48.5%	Shares	Sole	2025-01-30
2024-09-30	$2,476,082	31,999	-5.6%	Shares	Sole	2024-11-05
2024-06-30	$2,486,739	33,907	-27.4%	Shares	Sole	2024-07-31
2024-03-31	$4,071,085	46,735	+4.8%	Shares	Sole	2024-05-07
2023-12-31	$3,420,685	44,575	-10.8%	Shares	Sole	2024-02-07
2023-09-30	$3,535,439	49,985	+61.6%	Shares	Sole	2023-11-09
2023-06-30	$2,588,757	30,929	+38.0%	Shares	Sole	2023-08-09
2023-03-31	$1,440,450	22,409	+1.4%	Shares	Sole	2023-05-11
2022-12-31	$1,345,364	22,095	-32.4%	Shares	Sole	2023-02-02
2022-09-30	$2,156,345	32,662	-7.9%	Shares	Sole	2022-11-09
2022-06-30	$3,209,144	35,468	-32.7%	Shares	Sole	2022-08-10
2022-03-31	$5,084,785	52,703	+47.7%	Shares	Sole	2022-05-02
2021-12-31	$4,645,694	35,673	-7.5%	Shares	Sole	2022-02-09
2021-09-30	$4,935,801	38,573	+2.2%	Shares	Sole	2021-11-08
2021-06-30	$4,876,316	37,757	-3.6%	Shares	Sole	2021-08-03
2021-03-31	$5,198,282	39,185	+4.3%	Shares	Sole	2021-05-14
2020-12-31	$3,549,240	37,574	+13.7%	Shares	Sole	2021-02-12
2020-09-30	$3,038,544	33,060	-7.1%	Shares	Sole	2020-11-12
2020-06-30	$3,186,189	35,580	-42.1%	Shares	Sole	2020-08-04
2020-03-31	$3,309,683	61,484	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.