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CCLA Investment Management’s O'Reilly Automotive ORLY Stock Holding History

CCLA Investment 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
2025
Q4 		$106M Sell
1,160,562
-128,951
-10% -$12.6M 1.7% 32
2025
Q3 		$139M Buy
+1,289,513
New +$130M 2.22% 22
2025
Q1 		$120M Sell
1,261,350
-479,295
-28% -$41.7M 2.13% 23
2024
Q4 		$138M Sell
1,740,645
-74,250
-4% -$5.99M 2.18% 15
2024
Q3 		$128M Hold
1,814,895
– – 1.97% 17
2024
Q2 		$128M Buy
1,814,895
+554,430
+44% +$38.3M 1.97% 17
2024
Q1 		$95.5M Buy
+1,260,465
New +$88.2M 1.47% 38

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCLA Investment Management's ORLY Position: Q4 2025 in Review

CCLA Investment Management reduced its O'Reilly Automotive (ORLY) stake by 10% in Q4 2025, selling an estimated $12.6M and leaving 1,160,562 shares worth $106M. The position accounts for 1.7% of the portfolio, ranked #32.

CCLA Investment Management first reported a position in ORLY in Q1 2024 and has held it in 7 quarters since. The position peaked at $139M in Q3 2025. 1,720 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • CCLA Investment Management held 1,160,562 shares of O'Reilly Automotive worth $106M as of Q4 2025.
  • CCLA Investment Management sold 128,951 O'Reilly Automotive shares in Q4 2025, an estimated $12.6M.
  • O'Reilly Automotive made up 1.7% of CCLA Investment Management's portfolio in Q4 2025, its #32 holding.
  • CCLA Investment Management first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 7 quarters since.
  • CCLA Investment Management's O'Reilly Automotive position peaked at $139M in Q3 2025.
  • 1,720 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.