W.G. Shaheen & Associates DBA Whitney & Co CPRT — COPART INC

Ownership history in W.G. Shaheen & Associates DBA Whitney & Co  ·  3 quarters on record

AI Ownership Summary

W.G. Shaheen & Associates DBA Whitney & Co reported COPART INC (CPRT) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.76% in 2025 Q4. The latest visible filing shows CPRT at 0.76% 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 CPRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W.G. Shaheen & Associates DBA Whitney & Co's position in COPART 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
2026 Q1

CPRT was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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.

CPRT stock page W.G. Shaheen & Associates DBA Whitney & Co fund profile W.G. Shaheen & Associates DBA Whitney & Co full holdings
How W.G. Shaheen & Associates DBA Whitney & Co held CPRT — position size vs. price
% of Fund (quarterly)    CPRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 274,718 +30,205 +12.4% 0.76% $9.1M 2026-05-05 $33.15
2025 Q4 ADDED — — — 244,513 +244,163 +69760.9% 0.76% $9.6M 2026-01-30 $40.58
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CPRT

As of 2026 Q2 — sorted by position size

Clio Asset Management LLC 3Y 3.75% Seilern Investment Management Ltd 3.74% Crown Oak Advisors, LLC 2.42% Strong Retirement Solutions LLC 1.85% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.71% PineStone Asset Management Inc. 3Y 1.38% Davidson Kahn Capital Management, LLC 1.38% Leibman Financial Services, Inc. 1.29% Koa Wealth Management, LLC 1.1% HARVEY INVESTMENT CO LLC 3Y 7Y 1.05%

FAQ About W.G. Shaheen & Associates DBA Whitney & Co and CPRT

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

How long has W.G. Shaheen & Associates DBA Whitney & Co reported owning CPRT?

W.G. Shaheen & Associates DBA Whitney & Co reported CPRT across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CPRT position in W.G. Shaheen & Associates DBA Whitney & Co's portfolio?

The largest reported portfolio weight for CPRT was 0.76% in 2025 Q4.

What is the latest reported CPRT position on this page?

The most recent filing on this page is 2026 Q1, when W.G. Shaheen & Associates DBA Whitney & Co reported 274,718 shares, equal to 0.76% of portfolio, with an estimated market value of $9.1M.

What does the chart on this CPRT ownership page compare?

The chart compares W.G. Shaheen & Associates DBA Whitney & Co's quarterly CPRT 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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