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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
Q2 		$4.74M Sell
51,509
-10,152
-16% -$926K 0.14% 80
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 $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

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

Donaldson Capital Management reduced its O'Reilly Automotive (ORLY) stake by 16% in Q2 2026, selling an estimated $926K and leaving 51,509 shares worth $4.74M. The position accounts for 0.14% of the portfolio, ranked #80.

Donaldson Capital Management first reported a position in ORLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.82M in Q1 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Donaldson Capital Management held 51,509 shares of O'Reilly Automotive worth $4.74M as of Q2 2026.
  • Donaldson Capital Management sold 10,152 O'Reilly Automotive shares in Q2 2026, an estimated $926K.
  • O'Reilly Automotive made up 0.14% of Donaldson Capital Management's portfolio in Q2 2026, its #80 holding.
  • Donaldson Capital Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 18 quarters since.
  • Donaldson Capital Management's O'Reilly Automotive position peaked at $9.82M in Q1 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.