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Burkett Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Burkett Financial Services’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
Q3 		$55.9K Buy
655
+424
+184% +$37.3K 0.02% 137
2026
Q2 		$21.3K Buy
+231
New +$21.1K 0.01% 147

Other funds holding ORLY

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's ORLY Position: Q3 2026 in Review

Burkett Financial Services increased its O'Reilly Automotive (ORLY) stake by 184% in Q3 2026, buying an estimated $37.3K and bringing the position to 655 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #137.

Burkett Financial Services first reported a position in ORLY in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Burkett Financial Services held 655 shares of O'Reilly Automotive worth $55.9K as of Q3 2026.
  • Burkett Financial Services bought 424 O'Reilly Automotive shares in Q3 2026, an estimated $37.3K.
  • O'Reilly Automotive made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #137 holding.
  • Burkett Financial Services first reported a position in O'Reilly Automotive in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.