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Canal Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Canal Capital Management’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 		$1.14M Sell
12,338
-45,544
-79% -$4.15M 0.14% 94
2026
Q1 		$5.34M Buy
57,882
+2,846
+5% +$267K 0.72% 45
2025
Q4 		$5.02M Buy
55,036
+543
+1% +$53.1K 0.71% 49
2025
Q3 		$5.87M Sell
54,493
-97
-0.2% -$9.75K 0.88% 42
2025
Q2 		$4.92M Buy
54,590
+2,105
+4% +$192K 0.78% 45
2025
Q1 		$5.01M Sell
52,485
-675
-1% -$58.7K 0.84% 43
2024
Q4 		$4.2M Buy
53,160
+1,350
+3% +$109K 0.68% 46
2024
Q3 		$3.98M Buy
51,810
+255
+0.5% +$18.7K 0.64% 48
2024
Q2 		$3.63M Buy
51,555
+1,515
+3% +$105K 0.62% 48
2024
Q1 		$3.77M Buy
50,040
+5,820
+13% +$407K 0.63% 51
2023
Q4 		$2.8M Buy
44,220
+4,455
+11% +$282K 0.52% 52
2023
Q3 		$2.41M Sell
39,765
-1,620
-4% -$102K 0.49% 50
2023
Q2 		$2.64M Buy
41,385
+645
+2% +$39.4K 0.53% 47
2023
Q1 		$2.31M Sell
40,740
-7,230
-15% -$396K 0.51% 50
2022
Q4 		$2.7M Buy
47,970
+45
+0.1% +$2.42K 0.65% 44
2022
Q3 		$2.25M Buy
47,925
+2,505
+6% +$117K 0.66% 42
2022
Q2 		$1.91M Buy
+45,420
New +$1.95M 0.57% 46

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Canal Capital Management's ORLY Position: Q2 2026 in Review

Canal Capital Management reduced its O'Reilly Automotive (ORLY) stake by 79% in Q2 2026, selling an estimated $4.15M and leaving 12,338 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #94.

Canal Capital Management first reported a position in ORLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.87M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Canal Capital Management held 12,338 shares of O'Reilly Automotive worth $1.14M as of Q2 2026.
  • Canal Capital Management sold 45,544 O'Reilly Automotive shares in Q2 2026, an estimated $4.15M.
  • O'Reilly Automotive made up 0.14% of Canal Capital Management's portfolio in Q2 2026, its #94 holding.
  • Canal Capital Management first reported a position in O'Reilly Automotive in Q2 2022 and has held it in 17 quarters since.
  • Canal Capital Management's O'Reilly Automotive position peaked at $5.87M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Canal Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.