Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Kayne Anderson Rudnick Investment 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 		$24.2M Sell
262,800
-1,568
-0.6% -$143K 0.08% 169
2026
Q1 		$24.4M Sell
264,368
-556,983
-68% -$52.2M 0.07% 172
2025
Q4 		$74.9M Sell
821,351
-25,311
-3% -$2.47M 0.2% 113
2025
Q3 		$91.3M Sell
846,662
-10,983
-1% -$1.1M 0.22% 112
2025
Q2 		$77.3M Sell
857,645
-32,185
-4% -$2.93M 0.18% 114
2025
Q1 		$85M Sell
889,830
-50,070
-5% -$4.36M 0.21% 113
2024
Q4 		$74.3M Sell
939,900
-26,235
-3% -$2.12M 0.17% 116
2024
Q3 		$74.2M Buy
966,135
+62,340
+7% +$4.58M 0.16% 117
2024
Q2 		$63.6M Buy
903,795
+665,205
+279% +$46M 0.16% 125
2024
Q1 		$18M Sell
238,590
-7,515
-3% -$526K 0.04% 207
2023
Q4 		$15.6M Sell
246,105
-5,325
-2% -$337K 0.04% 214
2023
Q3 		$15.2M Sell
251,430
-4,740
-2% -$297K 0.04% 208
2023
Q2 		$16.3M Sell
256,170
-6,405
-2% -$391K 0.05% 211
2023
Q1 		$14.9M Sell
262,575
-1,200
-0.5% -$65.7K 0.04% 219
2022
Q4 		$14.8M Sell
263,775
-1,920
-0.7% -$103K 0.05% 222
2022
Q3 		$12.5M Sell
265,695
-2,940
-1% -$137K 0.04% 230
2022
Q2 		$11.3M Buy
268,635
+17,190
+7% +$740K 0.04% 236
2022
Q1 		$11.5M Sell
251,445
-126,015
-33% -$5.63M 0.03% 238
2021
Q4 		$17.8M Buy
377,460
+7,635
+2% +$330K 0.04% 208
2021
Q3 		$15.1M Sell
369,825
-86,295
-19% -$3.45M 0.04% 206
2021
Q2 		$17.2M Sell
456,120
-3,480
-0.8% -$125K 0.04% 200
2021
Q1 		$15.5M Buy
459,600
+3,360
+0.7% +$104K 0.04% 203
2020
Q4 		$13.8M Sell
456,240
-10,560
-2% -$319K 0.04% 210
2020
Q3 		$14.3M Sell
466,800
-2,355
-0.5% -$71.6K 0.05% 187
2020
Q2 		$13.2M Sell
469,155
-11,010
-2% -$288K 0.06% 175
2020
Q1 		$9.64M Buy
+480,165
New +$12.3M 0.06% 176

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's ORLY Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its O'Reilly Automotive (ORLY) stake by 0.59% in Q2 2026, selling an estimated $143K and leaving 262,800 shares worth $24.2M. The position accounts for 0.08% of the portfolio, ranked #169.

Kayne Anderson Rudnick Investment Management first reported a position in ORLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $91.3M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 262,800 shares of O'Reilly Automotive worth $24.2M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 1,568 O'Reilly Automotive shares in Q2 2026, an estimated $143K.
  • O'Reilly Automotive made up 0.08% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #169 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in O'Reilly Automotive in Q1 2020 and has held it in 26 quarters since.
  • Kayne Anderson Rudnick Investment Management's O'Reilly Automotive position peaked at $91.3M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.