Geode Capital Management
ORLY icon

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

Geode 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 		$2.27B Buy
24,581,785
+441,288
+2% +$41.4M 0.14% 119
2025
Q4 		$2.2B Buy
24,140,497
+372,896
+2% +$36.4M 0.14% 118
2025
Q3 		$2.56B Buy
23,767,601
+88,493
+0.4% +$8.9M 0.16% 102
2025
Q2 		$2.13B Buy
23,679,108
+660,933
+3% +$60.3M 0.15% 112
2025
Q1 		$2.2B Buy
23,018,175
+777,705
+3% +$67.7M 0.17% 104
2024
Q4 		$1.76B Buy
22,240,470
+52,980
+0.2% +$4.27M 0.14% 119
2024
Q3 		$1.7B Buy
22,187,490
+362,025
+2% +$26.6M 0.14% 120
2024
Q2 		$1.53B Buy
21,825,465
+659,445
+3% +$45.6M 0.13% 120
2024
Q1 		$1.59B Buy
21,166,020
+508,575
+2% +$35.6M 0.15% 121
2023
Q4 		$1.31B Sell
20,657,445
-70,815
-0.3% -$4.48M 0.14% 125
2023
Q3 		$1.25B Buy
20,728,260
+830,370
+4% +$52.1M 0.15% 119
2023
Q2 		$1.27B Sell
19,897,890
-2,442,405
-11% -$149M 0.15% 121
2023
Q1 		$1.26B Buy
22,340,295
+393,015
+2% +$21.5M 0.16% 113
2022
Q4 		$1.23B Sell
21,947,280
-84,750
-0.4% -$4.56M 0.17% 111
2022
Q3 		$1.03B Sell
22,032,030
-191,490
-0.9% -$8.93M 0.16% 117
2022
Q2 		$935M Buy
22,223,520
+229,410
+1% +$9.87M 0.14% 133
2022
Q1 		$1B Buy
21,994,110
+560,835
+3% +$25M 0.13% 143
2021
Q4 		$1.01B Sell
21,433,275
-100,110
-0.5% -$4.33M 0.12% 143
2021
Q3 		$876M Buy
21,533,385
+591,600
+3% +$23.7M 0.12% 151
2021
Q2 		$789M Buy
20,941,785
+633,285
+3% +$22.7M 0.11% 160
2021
Q1 		$685M Buy
20,308,500
+164,250
+0.8% +$5.09M 0.1% 173
2020
Q4 		$607M Buy
20,144,250
+760,155
+4% +$22.9M 0.1% 172
2020
Q3 		$595M Buy
19,384,095
+119,730
+0.6% +$3.64M 0.12% 151
2020
Q2 		$541M Buy
19,264,365
+38,025
+0.2% +$994K 0.12% 154
2020
Q1 		$385M Buy
19,226,340
+240,240
+1% +$6.14M 0.1% 178
2019
Q4 		$554M Buy
18,986,100
+106,635
+0.6% +$3.05M 0.12% 173
2019
Q3 		$501M Sell
18,879,465
-1,651,680
-8% -$42.7M 0.12% 173
2019
Q2 		$505M Buy
20,531,145
+403,935
+2% +$10.2M 0.12% 164
2019
Q1 		$521M Buy
20,127,210
+3,303,825
+20% +$79.9M 0.13% 149
2018
Q4 		$386M Buy
16,823,385
+1,510,695
+10% +$34.4M 0.12% 170
2018
Q3 		$354M Buy
15,312,690
+694,425
+5% +$14.8M 0.1% 200
2018
Q2 		$266M Sell
14,618,265
-1,845,420
-11% -$32.1M 0.08% 239
2018
Q1 		$271M Buy
16,463,685
+503,025
+3% +$8.51M 0.09% 233
2017
Q4 		$255M Sell
15,960,660
-98,970
-0.6% -$1.47M 0.09% 235
2017
Q3 		$230M Buy
16,059,630
+78,000
+0.5% +$1.03M 0.09% 243
2017
Q2 		$233M Buy
15,981,630
+223,590
+1% +$3.65M 0.09% 225
2017
Q1 		$283M Buy
15,758,040
+1,027,500
+7% +$18.6M 0.12% 179
2016
Q4 		$273M Buy
14,730,540
+814,365
+6% +$14.9M 0.13% 153
2016
Q3 		$260M Buy
13,916,175
+595,215
+4% +$11.2M 0.13% 148
2016
Q2 		$240M Buy
13,320,960
+148,260
+1% +$2.62M 0.13% 148
2016
Q1 		$240K Buy
13,172,700
+658,455
+5% +$11.2M 0.13% 150
2015
Q4 		$211M Buy
12,514,245
+256,200
+2% +$4.44M 0.12% 165
2015
Q3 		$204M Sell
12,258,045
-97,110
-0.8% -$1.57M 0.12% 163
2015
Q2 		$186M Buy
12,355,155
+4,155
+0% +$61.6K 0.11% 192
2015
Q1 		$178M Buy
12,351,000
+378,945
+3% +$5.09M 0.1% 213
2014
Q4 		$154M Buy
11,972,055
+267,870
+2% +$3.14M 0.09% 233
2014
Q3 		$117M Sell
11,704,185
-235,815
-2% -$2.41M 0.08% 262
2014
Q2 		$120M Sell
11,940,000
-161,100
-1% -$1.59M 0.08% 252
2014
Q1 		$120M Buy
12,101,100
+69,465
+0.6% +$663K 0.08% 254
2013
Q4 		$103M Buy
12,031,635
+190,860
+2% +$1.61M 0.07% 288
2013
Q3 		$101M Buy
11,840,775
+193,695
+2% +$1.58M 0.08% 264
2013
Q2 		$87.4M Buy
+11,647,080
New +$83.8M 0.08% 272

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management increased its O'Reilly Automotive (ORLY) stake by 1.8% in Q1 2026, buying an estimated $41.4M and bringing the position to 24,581,785 shares worth $2.27B. The position accounts for 0.14% of the portfolio, ranked #119.

Geode Capital Management first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.56B in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Geode Capital Management held 24,581,785 shares of O'Reilly Automotive worth $2.27B as of Q1 2026.
  • Geode Capital Management bought 441,288 O'Reilly Automotive shares in Q1 2026, an estimated $41.4M.
  • O'Reilly Automotive made up 0.14% of Geode Capital Management's portfolio in Q1 2026, its #119 holding.
  • Geode Capital Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's O'Reilly Automotive position peaked at $2.56B in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.