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

Chilton 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 		$115K Sell
1,245
-170
-12% -$15.5K ﹤0.01% 269
2026
Q1 		$131K Buy
1,415
+110
+8% +$10.3K ﹤0.01% 258
2025
Q4 		$119K Sell
1,305
-120
-8% -$11.7K ﹤0.01% 275
2025
Q3 		$154K Sell
1,425
-1,500
-51% -$151K 0.01% 252
2025
Q2 		$264K Sell
2,925
-195
-6% -$17.8K 0.01% 200
2025
Q1 		$298K Sell
3,120
-60
-2% -$5.22K 0.01% 190
2024
Q4 		$251K Sell
3,180
-135
-4% -$10.9K 0.01% 203
2024
Q3 		$255K Sell
3,315
-90
-3% -$6.61K 0.01% 208
2024
Q2 		$240K Sell
3,405
-675
-17% -$46.7K 0.01% 216
2024
Q1 		$307K Sell
4,080
-135
-3% -$9.44K 0.01% 205
2023
Q4 		$267K Sell
4,215
-1,380
-25% -$87.2K 0.01% 212
2023
Q3 		$339K Sell
5,595
-405
-7% -$25.4K 0.02% 174
2023
Q2 		$382K Sell
6,000
-2,070
-26% -$126K 0.02% 170
2023
Q1 		$457K Sell
8,070
-443,325
-98% -$24.3M 0.03% 162
2022
Q4 		$25.4M Sell
451,395
-28,470
-6% -$1.53M 1.58% 15
2022
Q3 		$22.5M Sell
479,865
-31,725
-6% -$1.48M 1.49% 16
2022
Q2 		$21.5M Sell
511,590
-15,540
-3% -$669K 1.31% 23
2022
Q1 		$24.1M Buy
527,130
+6,030
+1% +$269K 1.26% 22
2021
Q4 		$24.5M Sell
521,100
-1,905
-0.4% -$82.4K 1.24% 24
2021
Q3 		$21.3M Sell
523,005
-5,175
-1% -$207K 1.2% 23
2021
Q2 		$19.9M Buy
528,180
+21,570
+4% +$774K 1.15% 29
2021
Q1 		$17.1M Buy
506,610
+15,675
+3% +$486K 1.14% 33
2020
Q4 		$14.8M Buy
490,935
+3,330
+0.7% +$101K 1.06% 42
2020
Q3 		$15M Buy
487,605
+23,115
+5% +$702K 1.17% 32
2020
Q2 		$13.1M Sell
464,490
-8,520
-2% -$223K 1.12% 33
2020
Q1 		$9.49M Buy
+473,010
New +$12.1M 0.95% 48

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Chilton Capital Management reduced its O'Reilly Automotive (ORLY) stake by 12% in Q2 2026, selling an estimated $15.5K and leaving 1,245 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Chilton Capital Management first reported a position in ORLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $25.4M in Q4 2022. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Chilton Capital Management held 1,245 shares of O'Reilly Automotive worth $115K as of Q2 2026.
  • Chilton Capital Management sold 170 O'Reilly Automotive shares in Q2 2026, an estimated $15.5K.
  • O'Reilly Automotive made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #269 holding.
  • Chilton Capital Management first reported a position in O'Reilly Automotive in Q1 2020 and has held it in 26 quarters since.
  • Chilton Capital Management's O'Reilly Automotive position peaked at $25.4M in Q4 2022.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.