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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
Q2 		$1.85M Buy
20,079
+1,219
+6% +$111K 1.1% 21
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 $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 $3.38T AUM 44.17% 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

KG&L Capital Management's ORLY Position: Q2 2026 in Review

KG&L Capital Management increased its O'Reilly Automotive (ORLY) stake by 6.5% in Q2 2026, buying an estimated $111K and bringing the position to 20,079 shares worth $1.85M. The position accounts for 1.1% of the portfolio, ranked #21.

KG&L Capital Management first reported a position in ORLY in Q4 2023 and has held it in 11 quarters since. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • KG&L Capital Management held 20,079 shares of O'Reilly Automotive worth $1.85M as of Q2 2026.
  • KG&L Capital Management bought 1,219 O'Reilly Automotive shares in Q2 2026, an estimated $111K.
  • O'Reilly Automotive made up 1.1% of KG&L Capital Management's portfolio in Q2 2026, its #21 holding.
  • KG&L Capital Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 11 quarters since.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.