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

Donaldson 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
Q1 		$5.69M Sell
61,661
-10,510
-15% -$986K 0.18% 70
2025
Q4 		$6.58M Sell
72,171
-12,411
-15% -$1.21M 0.21% 68
2025
Q3 		$9.12M Sell
84,582
-8,169
-9% -$821K 0.29% 51
2025
Q2 		$8.36M Sell
92,751
-10,119
-10% -$923K 0.31% 48
2025
Q1 		$9.82M Buy
102,870
+2,145
+2% +$187K 0.37% 44
2024
Q4 		$7.96M Buy
100,725
+2,505
+3% +$202K 0.3% 50
2024
Q3 		$7.54M Buy
98,220
+435
+0.4% +$32K 0.29% 46
2024
Q2 		$6.88M Buy
97,785
+3,720
+4% +$257K 0.29% 47
2024
Q1 		$7.08M Buy
94,065
+6,855
+8% +$479K 0.29% 48
2023
Q4 		$5.52M Buy
87,210
+7,425
+9% +$469K 0.25% 52
2023
Q3 		$4.83M Buy
79,785
+1,170
+1% +$73.4K 0.23% 54
2023
Q2 		$5.01M Sell
78,615
-825
-1% -$50.4K 0.23% 56
2023
Q1 		$4.5M Buy
79,440
+750
+1% +$41.1K 0.21% 61
2022
Q4 		$4.43M Buy
78,690
+9,540
+14% +$513K 0.22% 59
2022
Q3 		$3.24M Buy
69,150
+6,660
+11% +$311K 0.18% 71
2022
Q2 		$2.63M Buy
62,490
+8,520
+16% +$367K 0.14% 74
2022
Q1 		$2.46M Buy
+53,970
New +$2.41M 0.11% 76

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Donaldson Capital Management's ORLY Position: Q1 2026 in Review

Donaldson Capital Management reduced its O'Reilly Automotive (ORLY) stake by 15% in Q1 2026, selling an estimated $986K and leaving 61,661 shares worth $5.69M. The position accounts for 0.18% of the portfolio, ranked #70.

Donaldson Capital Management first reported a position in ORLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.82M in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Donaldson Capital Management held 61,661 shares of O'Reilly Automotive worth $5.69M as of Q1 2026.
  • Donaldson Capital Management sold 10,510 O'Reilly Automotive shares in Q1 2026, an estimated $986K.
  • O'Reilly Automotive made up 0.18% of Donaldson Capital Management's portfolio in Q1 2026, its #70 holding.
  • Donaldson Capital Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 17 quarters since.
  • Donaldson Capital Management's O'Reilly Automotive position peaked at $9.82M in Q1 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.