BDFS Capital’s O'Reilly Automotive ORLY Stock Holding History

BDFS Capital’s Portfolio ORLY Stock Details ORLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$651K	Buy	7,070 +172	+2%	+$15.7K	0.28%	66
2026 Q1	$637K	Buy	6,898 +186	+3%	+$17.4K	0.31%	61
2025 Q4	$612K	Buy	+6,712	New	+$656K	0.31%	54

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BDFS Capital's ORLY Position: Q2 2026 in Review

BDFS Capital increased its O'Reilly Automotive (ORLY) stake by 2.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 7,070 shares worth $651K. The position accounts for 0.28% of the portfolio, ranked #66.

BDFS Capital first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

BDFS Capital held 7,070 shares of O'Reilly Automotive worth $651K as of Q2 2026.
BDFS Capital bought 172 O'Reilly Automotive shares in Q2 2026, an estimated $15.7K.
O'Reilly Automotive made up 0.28% of BDFS Capital's portfolio in Q2 2026, its #66 holding.
BDFS Capital first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.