COLDSTREAM CAPITAL MANAGEMENT INC

Position in LAD — Lithia Motors Inc

CIK 1082339 BELLEVUE, WA

Position in LAD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$254,759

+$49,380 QoQ

Shares Held

877

+41.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#284

of 440 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Consumer Cyclical · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $1,710,934 across 6 Auto & Truck Dealerships names. LAD ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	5,798	$381,624
2	GPI	Group 1 Automotive Inc	1,231	$358,430
3	AN	Autonation, Inc.	1,396	$259,362
4	LAD	Lithia Motors Inc This page	877	$254,759
5	PAG	Penske Automotive Group, Inc.	1,331	$238,182
6	VVV	Valvoline Inc	5,528	$218,577

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,759	877	+41.9%	Shares	Sole	2026-08-14
2025-12-31	$205,379	618	-27.7%	Shares	Sole	2026-02-09
2025-09-30	$270,180	855	+36.6%	Shares	Sole	2025-11-19
2025-06-30	$211,475	626	-2.8%	Shares	Sole	2025-08-12
2025-03-31	$189,039	644	-2.9%	Shares	Sole	2025-05-13
2024-12-31	$236,976	663	-4.6%	Shares	Sole	2025-02-14
2024-09-30	$220,759	695	-27.8%	Shares	Sole	2024-11-18
2024-03-31	$289,728	963	-34.8%	Shares	Sole	2024-05-14
2023-12-31	$486,017	1,476	+41.2%	Shares	Sole	2024-02-09
2023-09-30	$308,619	1,045	+2.1%	Shares	Sole	2023-11-02
2023-06-30	$311,408	1,024	+7.1%	Shares	Sole	2023-08-03
2023-03-31	$218,857	956	-18.1%	Shares	Sole	2023-05-15
2022-06-30	$320,703	1,167	+54.4%	Shares	Sole	2022-08-08
2022-03-31	$226,890	756	-30.9%	Shares	Sole	2022-05-11
2021-12-31	$324,863	1,094	+6.7%	Shares	Sole	2022-02-11
2021-09-30	$324,966	1,025	+9.5%	Shares	Sole	2021-11-12
2021-06-30	$321,647	936	-3.3%	Shares	Sole	2021-08-16
2021-03-31	$377,607	968	-5.3%	Shares	Sole	2021-06-16
2020-12-31	$299,108	1,022	-0.3%	Shares	Sole	2021-02-16
2020-09-30	$233,638	1,025	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.