CarMax, Inc.
US ˙ NYSE ˙ US1431301027

SecurityKMX / CarMax, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership130,114 shares
Latest Disclosed Value $ 5,410,148
Mercer Global Advisors Inc /adv reports 108.72% increase in ownership of KMX / CarMax, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 130,114 shares of CarMax, Inc. (US:KMX) valued at $5,410,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 62,338 shares of CarMax, Inc.. This represents a change in shares of 108.72% during the quarter. The current value of the position is $6,134,875 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CARMAX COM 143130102 130,114 67,776 108.72 5,410 124.67 0.0080
2026-02-17 2025-12-31 13F CARMAX COM 143130102 62,338 30,218 94.08 2,409 67.11 0.0037
2025-11-14 2025-09-30 13F CARMAX COM 143130102 32,120 2,070 6.89 1,441 -28.63 0.0024
2025-08-14 2025-06-30 13F CARMAX COM 143130102 30,050 15,305 103.80 2,020 75.87 0.0041
2025-05-15 2025-03-31 13F CARMAX COM 143130102 14,745 -1,333 -8.29 1,149 -12.63 0.0026
2025-02-14 2024-12-31 13F CARMAX COM 143130102 16,078 5,329 49.58 1,315 56.62 0.0032
2024-11-14 2024-09-30 13F CARMAX COM 143130102 10,749 315 3.02 840 9.67 0.0020
2024-08-12 2024-06-30 13F CARMAX COM 143130102 10,434 -391 -3.61 765 0.0021
2024-05-15 2024-03-31 13F CARMAX COM 143130102 10,825 1,175 12.18 1 0.0027
2024-02-15 2023-12-31 13F CARMAX COM 143130102 9,650 624 6.91 1 0.0022
2023-11-15 2023-09-30 13F/A-1 CARMAX COM 143130102 9,026 -32 -0.35 1 0.0024
2023-11-14 2023-09-30 13F CARMAX COM 143130102 9,026 -32 1 0.0024
2023-08-14 2023-06-30 13F CARMAX COM 143130102 9,058 327 3.75 1 0.0030
2023-05-16 2023-03-31 13F CARMAX COM 143130102 8,731 -687 -7.29 1 0.0025
2023-02-09 2022-12-31 13F CARMAX COM 143130102 9,418 107 1.15 1 -100.00 0.0029
2022-11-15 2022-09-30 13F CARMAX COM 143130102 9,311 -1,363 -12.77 615 -36.34 0.0036
2022-08-10 2022-06-30 13F CARMAX COM 143130102 10,674 -1,926 -15.29 966 -20.56 0.0059
2022-05-10 2022-03-31 13F CARMAX COM 143130102 12,600 -77 -0.61 1,216 -26.35 0.0072
2022-02-04 2021-12-31 13F CARMAX COM 143130102 12,677 719 6.01 1,651 7.91 0.0102
2021-11-10 2021-09-30 13F CARMAX COM 143130102 11,958 158 1.34 1,530 0.39 0.0107
2021-08-10 2021-06-30 13F CARMAX COM 143130102 11,800 -1,176 -9.06 1,524 -11.45 0.0117
2021-08-10 2021-03-31 13F/A-1 CARMAX COM 143130102 12,976 5,491 73.36 1,721 143.42 0.0157
2021-05-11 2021-03-31 13F CARMAX COM 143130102 12,976 5,491 1,721 0.0165
2021-02-12 2020-12-31 13F CARMAX COM 143130102 7,485 258 3.57 707 6.48 0.0088
2020-12-10 2020-09-30 13F CARMAX COM 143130102 7,227 124 1.75 664 4.40 0.0100
2020-08-10 2020-06-30 13F CARMAX COM 143130102 7,103 -5,374 -43.07 636 -5.36 0.0115
2020-05-18 2020-03-31 13F CARMAX COM 143130102 12,477 -890 -6.66 672 -42.66 0.0148
2020-02-13 2019-12-31 13F CARMAX INC COM COM 143130102 13,367 494 3.84 1,172 3.53 0.0234
2019-11-12 2019-09-30 13F CARMAX INC COM COM 143130102 12,873 50 0.39 1,132 1.71 0.0266
2019-08-14 2019-06-30 13F CARMAX INC COM COM 143130102 12,823 14 0.11 1,113 24.50 0.0295
2019-04-23 2019-03-31 13F/A-1 CARMAX INC COM COM 143130102 12,809 12,809 894 0.0322
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.