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KFG Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

KFG Wealth 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 		$506K Buy
5,484
+4
+0.1% +$375 0.07% 132
2025
Q4 		$500K Sell
5,480
-593
-10% -$57.9K 0.07% 135
2025
Q3 		$655K Sell
6,073
-1,144
-16% -$115K 0.09% 104
2025
Q2 		$650K Buy
7,217
+347
+5% +$31.6K 0.1% 109
2025
Q1 		$656K Sell
6,870
-405
-6% -$35.2K 0.12% 99
2024
Q4 		$575K Buy
7,275
+180
+3% +$14.5K 0.11% 95
2024
Q3 		$545K Buy
7,095
+180
+3% +$13.2K 0.12% 103
2024
Q2 		$487K Buy
6,915
+270
+4% +$18.7K 0.19% 97
2024
Q1 		$500K Buy
6,645
+210
+3% +$14.7K 0.21% 88
2023
Q4 		$408K Sell
6,435
-165
-3% -$10.4K 0.19% 90
2023
Q3 		$400K Buy
6,600
+840
+15% +$52.7K 0.22% 83
2023
Q2 		$367K Buy
+5,760
New +$352K 0.21% 75

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

KFG Wealth Management's ORLY Position: Q1 2026 in Review

KFG Wealth Management increased its O'Reilly Automotive (ORLY) stake by 0.07% in Q1 2026, buying an estimated $375 and bringing the position to 5,484 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #132.

KFG Wealth Management first reported a position in ORLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $656K in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • KFG Wealth Management held 5,484 shares of O'Reilly Automotive worth $506K as of Q1 2026.
  • KFG Wealth Management bought 4 O'Reilly Automotive shares in Q1 2026, an estimated $375.
  • O'Reilly Automotive made up 0.07% of KFG Wealth Management's portfolio in Q1 2026, its #132 holding.
  • KFG Wealth Management first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 12 quarters since.
  • KFG Wealth Management's O'Reilly Automotive position peaked at $656K in Q1 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.