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LMKC
L.M. Kohn & Company’s
O'Reilly Automotive
ORLY
Stock Holding History
L.M. Kohn & Company’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
2025
Q3
–
Sell
-9,840
Closed
-$887K
–
233
2025
Q2
$887K
Sell
9,840
-135
-1%
-$12.3K
0.24%
84
2025
Q1
$953K
Hold
9,975
–
–
0.25%
84
2024
Q4
$789K
Buy
9,975
+165
+2%
+$13.3K
0.2%
103
2024
Q3
$753K
Buy
9,810
+135
+1%
+$9.92K
0.19%
113
2024
Q2
$681K
Buy
9,675
+75
+0.8%
+$5.18K
0.18%
113
2024
Q1
$722K
Buy
9,600
+735
+8%
+$51.4K
0.2%
107
2023
Q4
$561K
Buy
8,865
+165
+2%
+$10.4K
0.18%
117
2023
Q3
$527K
Buy
8,700
+75
+0.9%
+$4.7K
0.19%
114
2023
Q2
$549K
Hold
8,625
–
–
0.21%
118
2023
Q1
$488K
Hold
8,625
–
–
0.2%
116
2022
Q4
$485K
Hold
8,625
–
–
0.23%
111
2022
Q3
$405K
Hold
8,625
–
–
0.2%
127
2022
Q2
$364K
Hold
8,625
–
–
0.17%
148
2022
Q1
$394K
Buy
+8,625
New
+$385K
0.15%
158
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1-Year Est. Return
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Jennison Associates
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$145B AUM
34.61%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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