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

Junto 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	$183M	Buy	+1,982,469	New	+$181M	3.2%	2
2025 Q4	–	Sell	-732,007	Closed	-$78.9M	–	95
2025 Q3	$78.9M	Buy	+732,007	New	+$73.6M	1.62%	27
2023 Q2	–	Sell	-655,365	Closed	-$37.1M	–	91
2023 Q1	$37.1M	Sell	655,365 -203,685	-24%	-$11.2M	1.03%	41
2022 Q4	$48.3M	Sell	859,050 -920,340	-52%	-$49.5M	1.37%	26
2022 Q3	$83.4M	Sell	1,779,390 -350,385	-16%	-$16.3M	2.32%	11
2022 Q2	$89.7M	Buy	+2,129,775	New	+$91.6M	2.66%	4
2020 Q3	–	Sell	-2,236,380	Closed	-$62.9M	–	64
2020 Q2	$62.9M	Buy	2,236,380 +720,600	+48%	+$18.8M	2.69%	14
2020 Q1	$30.4M	Buy	+1,515,780	New	+$38.7M	2.2%	22
2019 Q1	–	Sell	-1,412,025	Closed	-$32.4M	–	50
2018 Q4	$32.4M	Buy	+1,412,025	New	+$32.1M	2.27%	20

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Junto Capital Management opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 1,982,469 shares worth $183M. The stake represents 3.2% of the portfolio and ranks #2 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in ORLY as recently as Q3 2025.

Junto Capital Management first reported a position in ORLY in Q4 2018 and has held it in 9 quarters since. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Junto Capital Management held 1,982,469 shares of O'Reilly Automotive worth $183M as of Q2 2026.
O'Reilly Automotive was a new Junto Capital Management position in Q2 2026.
O'Reilly Automotive made up 3.2% of Junto Capital Management's portfolio in Q2 2026, its #2 holding.
Junto Capital Management first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 9 quarters since.
1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.