KMX β€” CARMAX INC

Ownership history in Jacobi Capital Management LLC  Β·  19 quarters on record

AI Ownership Summary

Jacobi Capital Management LLC reported CARMAX INC (KMX) in 19 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows KMX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jacobi Capital Management LLC's position in CARMAX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KMX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jacobi Capital Management LLC held KMX β€” position size vs. price
% of Fund (quarterly)    KMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 5,196 +2,196 +73.2% 0.01% $233K 2025-11-07 $32.36
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KMX

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.0%

FAQ About Jacobi Capital Management LLC and KMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jacobi Capital Management LLC reported owning KMX?

Jacobi Capital Management LLC reported KMX across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported KMX position in Jacobi Capital Management LLC's portfolio?

The largest reported portfolio weight for KMX was 0.01% in 2025 Q3.

What is the latest reported KMX position on this page?

The most recent filing on this page is 2025 Q3, when Jacobi Capital Management LLC reported 5,196 shares, equal to 0.01% of portfolio, with an estimated market value of $233K.

What does the chart on this KMX ownership page compare?

The chart compares Jacobi Capital Management LLC's quarterly KMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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