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	-35,800	Closed	-$995K	–	187
2025 Q4	$995K	Buy	+35,800	New	+$8.52M	0.25%	87

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 3,473 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.
3,473 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.