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KG&L Capital Management’s O'Reilly Automotive ORLY Stock Holding History

KG&L Capital 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 		$1.74M Buy
18,860
+357
+2% +$33.5K 1.25% 19
2025
Q4 		$1.69M Buy
18,503
+2,031
+12% +$198K 0.42% 52
2025
Q3 		$1.78M Buy
16,472
+2,147
+15% +$216K 0.48% 51
2025
Q2 		$1.29M Buy
14,325
+930
+7% +$84.8K 0.38% 56
2025
Q1 		$1.28M Buy
13,395
+1,080
+9% +$94K 0.41% 53
2024
Q4 		$974K Buy
12,315
+945
+8% +$76.2K 0.31% 73
2024
Q3 		$873K Buy
11,370
+735
+7% +$54K 0.28% 81
2024
Q2 		$749K Buy
10,635
+2,370
+29% +$164K 0.26% 85
2024
Q1 		$622K Buy
8,265
+2,445
+42% +$171K 0.25% 88
2023
Q4 		$369K Buy
+5,820
New +$368K 0.15% 121

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

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

KG&L Capital Management increased its O'Reilly Automotive (ORLY) stake by 1.9% in Q1 2026, buying an estimated $33.5K and bringing the position to 18,860 shares worth $1.74M. The position accounts for 1.25% of the portfolio, ranked #19.

KG&L Capital Management first reported a position in ORLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • KG&L Capital Management held 18,860 shares of O'Reilly Automotive worth $1.74M as of Q1 2026.
  • KG&L Capital Management bought 357 O'Reilly Automotive shares in Q1 2026, an estimated $33.5K.
  • O'Reilly Automotive made up 1.25% of KG&L Capital Management's portfolio in Q1 2026, its #19 holding.
  • KG&L Capital Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 10 quarters since.
  • KG&L Capital Management's O'Reilly Automotive position peaked at $1.78M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

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