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Covea Finance’s O'Reilly Automotive ORLY Stock Holding History

Covea Finance’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 		$24.7M Buy
268,042
+99,880
+59% +$9.11M 0.78% 41
2026
Q1 		$15.5M Buy
168,162
+22,617
+16% +$2.12M 0.54% 57
2025
Q4 		$13.3M Hold
145,545
– – 0.44% 64
2025
Q3 		$15.7M Sell
145,545
-9,165
-6% -$921K 0.55% 55
2025
Q2 		$13.9M Hold
154,710
– – 0.52% 56
2025
Q1 		$14.8M Sell
154,710
-24,690
-14% -$2.15M 0.68% 43
2024
Q4 		$14.2M Hold
179,400
– – 0.64% 50
2024
Q3 		$13.8M Sell
179,400
-277,785
-61% -$20.4M 0.6% 50
2024
Q2 		$32.2M Sell
457,185
-63,150
-12% -$4.37M 1.48% 23
2024
Q1 		$39.2M Sell
520,335
-35,370
-6% -$2.47M 1.85% 18
2023
Q4 		$35.2M Buy
555,705
+91,500
+20% +$5.78M 1.72% 20
2023
Q3 		$28.1M Hold
464,205
– – 1.58% 24
2023
Q2 		$29.6M Sell
464,205
-113,550
-20% -$6.93M 1.62% 21
2023
Q1 		$32.7M Sell
577,755
-116,505
-17% -$6.38M 1.86% 16
2022
Q4 		$39.1M Sell
694,260
-85,185
-11% -$4.58M 1.95% 15
2022
Q3 		$36.5M Buy
779,445
+52,500
+7% +$2.45M 1.92% 12
2022
Q2 		$30.6M Buy
726,945
+202,875
+39% +$8.73M 4.29% 7
2022
Q1 		$23.9M Buy
524,070
+94,305
+22% +$4.21M 2.62% 16
2021
Q4 		$20.2M Buy
+429,765
New +$18.6M 1.77% 21

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

Covea Finance's ORLY Position: Q2 2026 in Review

Covea Finance increased its O'Reilly Automotive (ORLY) stake by 59% in Q2 2026, buying an estimated $9.11M and bringing the position to 268,042 shares worth $24.7M. The position accounts for 0.78% of the portfolio, ranked #41.

Covea Finance first reported a position in ORLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.2M in Q1 2024. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Covea Finance held 268,042 shares of O'Reilly Automotive worth $24.7M as of Q2 2026.
  • Covea Finance bought 99,880 O'Reilly Automotive shares in Q2 2026, an estimated $9.11M.
  • O'Reilly Automotive made up 0.78% of Covea Finance's portfolio in Q2 2026, its #41 holding.
  • Covea Finance first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 19 quarters since.
  • Covea Finance's O'Reilly Automotive position peaked at $39.2M in Q1 2024.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Covea Finance's 13F filing for Q2 2026, filed 13 Jul 2026.