John Rogers's KMX Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 563,483 shares of CarMax, Inc. (KMX) worth $21.77 M, representing 0.24% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in KMX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 364,008 shares. Largest reduction occurred in Q2 2020, reducing 141,278 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's CarMax (KMX) Holding Value Over Time
Track share changes against reported price movement
Quarterly CarMax (KMX) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -8,122 | Reduce 1.42% | 563,483 | $38.64 |
| Q3 2025 | +18,628 | Add 3.37% | 571,605 | $44.87 |
| Q2 2025 | -6,172 | Reduce 1.10% | 552,977 | $67.21 |
| Q1 2025 | -61,594 | Reduce 9.92% | 559,149 | $77.92 |
| Q4 2024 | -88,979 | Reduce 12.54% | 620,743 | $81.76 |
| Q3 2024 | -281 | Reduce 0.04% | 709,722 | $77.38 |
| Q2 2024 | +56,856 | Add 8.70% | 710,003 | $73.34 |
| Q1 2024 | -28,621 | Reduce 4.20% | 653,147 | $87.11 |
| Q4 2023 | -88,127 | Reduce 11.45% | 681,768 | $76.74 |
| Q3 2023 | -29,674 | Reduce 3.71% | 769,895 | $70.73 |
| Q2 2023 | -97,770 | Reduce 10.90% | 799,569 | $83.70 |
| Q1 2023 | +49,830 | Add 5.88% | 897,339 | $64.28 |
| Q4 2022 | +364,008 | Add 75.29% | 847,509 | $60.89 |
| Q3 2022 | -465 | Reduce 0.10% | 483,501 | $66.02 |
| Q2 2022 | +42,956 | Add 9.74% | 483,966 | $90.48 |
| Q1 2022 | +152,644 | Add 52.93% | 441,010 | $96.48 |
| Q4 2021 | -29,823 | Reduce 9.37% | 288,366 | $130.23 |
| Q3 2021 | -29,888 | Reduce 8.59% | 318,189 | $127.96 |
| Q2 2021 | -444 | Reduce 0.13% | 348,077 | $129.15 |
| Q1 2021 | -54,746 | Reduce 13.58% | 348,521 | $132.66 |
| Q4 2020 | +75,968 | Add 23.21% | 403,267 | $94.46 |
| Q3 2020 | -80,436 | Reduce 19.73% | 327,299 | $91.91 |
| Q2 2020 | -141,278 | Reduce 25.73% | 407,735 | $89.55 |
| Q1 2020 | +71,463 | Add 14.96% | 549,013 | $53.83 |
| Q4 2019 | +58,588 | Add 13.98% | 477,550 | $87.67 |
| Q3 2019 | +1,741 | Add 0.42% | 418,962 | $88.00 |
| Q2 2019 | +74,420 | Add 21.71% | 417,221 | $86.83 |
| Q1 2019 | +342,801 | New Buy | 342,801 | $69.80 |
John Rogers's CarMax Investment FAQs
John Rogers first purchased CarMax, Inc. (KMX) in Q1 2019, acquiring 342,801 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held CarMax, Inc. (KMX) for 28 quarters since Q1 2019.
John Rogers's largest addition to CarMax, Inc. (KMX) was in Q4 2022, adding 847,509 shares worth $51.6 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 563,483 shares of CarMax, Inc. (KMX), valued at approximately $21.77 M.
As of the Q4 2025 filing, CarMax, Inc. (KMX) represents approximately 0.24% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in CarMax, Inc. (KMX) was 897,339 shares, as reported at the end of Q1 2023.