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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
Q2 		$497K Sell
5,394
-90
-2% -$8.21K 0.06% 140
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 $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

KFG Wealth Management's ORLY Position: Q2 2026 in Review

KFG Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 1.6% in Q2 2026, selling an estimated $8.21K and leaving 5,394 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #140.

KFG Wealth Management first reported a position in ORLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $656K in Q1 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • KFG Wealth Management held 5,394 shares of O'Reilly Automotive worth $497K as of Q2 2026.
  • KFG Wealth Management sold 90 O'Reilly Automotive shares in Q2 2026, an estimated $8.21K.
  • O'Reilly Automotive made up 0.06% of KFG Wealth Management's portfolio in Q2 2026, its #140 holding.
  • KFG Wealth Management first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 13 quarters since.
  • KFG Wealth Management's O'Reilly Automotive position peaked at $656K in Q1 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.