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KG&L Capital Management’s Oracle ORCL Stock Holding History

KG&L Capital Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,142
Closed -$1.39M – 188
2025
Q4 		$1.39M Buy
7,142
+5,995
+523% +$1.43M 0.35% 59
2025
Q3 		$323K Sell
1,147
-485
-30% -$124K 0.09% 169
2025
Q2 		$357K Sell
1,632
-6,318
-79% -$1.02M 0.11% 141
2025
Q1 		$1.11M Buy
+7,950
New +$1.29M 0.36% 64
2024
Q3 		– Sell
-4,018
Closed -$567K – 203
2024
Q2 		$567K Sell
4,018
-771
-16% -$95.7K 0.2% 110
2024
Q1 		$602K Sell
4,789
-1,319
-22% -$151K 0.24% 89
2023
Q4 		$644K Buy
6,108
+126
+2% +$13.8K 0.27% 74
2023
Q3 		$634K Buy
5,982
+2,937
+96% +$340K 0.31% 70
2023
Q2 		$363K Sell
3,045
-299
-9% -$30.9K 0.17% 101
2023
Q1 		$311K Sell
3,344
-1,745
-34% -$153K 0.16% 102
2022
Q4 		$416K Sell
5,089
-6,042
-54% -$459K 0.24% 86
2022
Q3 		$680K Sell
11,131
-1,664
-13% -$122K 0.38% 62
2022
Q2 		$894K Sell
12,795
-6,895
-35% -$505K 0.48% 51
2022
Q1 		$1.63M Buy
19,690
+16,139
+454% +$1.31M 0.68% 38
2021
Q4 		$310K Buy
+3,551
New +$333K 0.13% 117

Other funds holding ORCL

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KG&L Capital Management's ORCL Position: Q1 2026 in Review

KG&L Capital Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 7,142 shares — an estimated $1.39M sold.

KG&L Capital Management first reported a position in ORCL in Q4 2021 and held it in 15 quarters. The position peaked at $1.63M in Q1 2022. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • KG&L Capital Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 7,142 Oracle shares in Q1 2026, an estimated $1.39M.
  • KG&L Capital Management first reported a position in Oracle in Q4 2021 and held it in 15 quarters.
  • KG&L Capital Management's Oracle position peaked at $1.63M in Q1 2022.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.