Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s O'Reilly Automotive ORLY Stock Holding History

Luther King Capital Management (LKCM)’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 		$204M Sell
2,205,859
-75,777
-3% -$7.11M 0.88% 29
2025
Q4 		$208M Buy
2,281,636
+4,781
+0.2% +$467K 0.85% 25
2025
Q3 		$245M Buy
2,276,855
+170,068
+8% +$17.1M 1.01% 23
2025
Q2 		$190M Sell
2,106,787
-29,528
-1% -$2.69M 0.82% 33
2025
Q1 		$204M Sell
2,136,315
-27,225
-1% -$2.37M 0.94% 31
2024
Q4 		$171M Sell
2,163,540
-28,275
-1% -$2.28M 0.74% 40
2024
Q3 		$168M Sell
2,191,815
-24,000
-1% -$1.76M 0.72% 41
2024
Q2 		$156M Buy
2,215,815
+26,265
+1% +$1.82M 0.7% 42
2024
Q1 		$165M Sell
2,189,550
-2,025
-0.1% -$142K 0.74% 41
2023
Q4 		$139M Sell
2,191,575
-78,315
-3% -$4.95M 0.67% 44
2023
Q3 		$138M Buy
2,269,890
+51,705
+2% +$3.24M 0.71% 45
2023
Q2 		$141M Buy
2,218,185
+49,680
+2% +$3.03M 0.7% 42
2023
Q1 		$123M Buy
2,168,505
+459,390
+27% +$25.2M 0.65% 48
2022
Q4 		$96.2M Buy
1,709,115
+184,440
+12% +$9.92M 0.53% 63
2022
Q3 		$71.5M Buy
1,524,675
+157,470
+12% +$7.34M 0.43% 72
2022
Q2 		$57.6M Buy
1,367,205
+300,135
+28% +$12.9M 0.32% 80
2022
Q1 		$48.7M Buy
1,067,070
+121,470
+13% +$5.43M 0.24% 87
2021
Q4 		$44.5M Sell
945,600
-1,245
-0.1% -$53.9K 0.2% 98
2021
Q3 		$38.6M Sell
946,845
-360
-0% -$14.4K 0.19% 96
2021
Q2 		$35.8M Sell
947,205
-10,230
-1% -$367K 0.17% 98
2021
Q1 		$32.4M Buy
957,435
+6,675
+0.7% +$207K 0.17% 102
2020
Q4 		$28.7M Sell
950,760
-5,430
-0.6% -$164K 0.16% 105
2020
Q3 		$29.4M Sell
956,190
-3,015
-0.3% -$91.6K 0.19% 93
2020
Q2 		$27M Sell
959,205
-7,680
-0.8% -$201K 0.19% 97
2020
Q1 		$19.4M Sell
966,885
-6,600
-0.7% -$169K 0.17% 97
2019
Q4 		$28.4M Sell
973,485
-18,015
-2% -$515K 0.19% 94
2019
Q3 		$26.3M Sell
991,500
-18,075
-2% -$467K 0.19% 94
2019
Q2 		$24.9M Sell
1,009,575
-13,650
-1% -$346K 0.18% 96
2019
Q1 		$26.5M Buy
1,023,225
+9,945
+1% +$241K 0.2% 94
2018
Q4 		$23.3M Sell
1,013,280
-8,985
-0.9% -$205K 0.21% 91
2018
Q3 		$23.7M Sell
1,022,265
-6,345
-0.6% -$135K 0.18% 100
2018
Q2 		$18.8M Sell
1,028,610
-2,340
-0.2% -$40.7K 0.15% 107
2018
Q1 		$17M Buy
1,030,950
+5,925
+0.6% +$100K 0.14% 110
2017
Q4 		$16.4M Sell
1,025,025
-9,555
-0.9% -$142K 0.13% 116
2017
Q3 		$14.9M Sell
1,034,580
-50,445
-5% -$666K 0.13% 116
2017
Q2 		$15.8M Sell
1,085,025
-31,470
-3% -$514K 0.14% 111
2017
Q1 		$20.1M Sell
1,116,495
-43,050
-4% -$778K 0.18% 101
2016
Q4 		$21.5M Sell
1,159,545
-23,940
-2% -$437K 0.2% 102
2016
Q3 		$22.1M Sell
1,183,485
-24,750
-2% -$464K 0.22% 102
2016
Q2 		$21.8M Buy
1,208,235
+3,750
+0.3% +$66.3K 0.21% 101
2016
Q1 		$22M Sell
1,204,485
-122,865
-9% -$2.1M 0.22% 99
2015
Q4 		$22.4M Sell
1,327,350
-89,595
-6% -$1.55M 0.21% 116
2015
Q3 		$23.6M Sell
1,416,945
-40,425
-3% -$653K 0.23% 116
2015
Q2 		$22M Sell
1,457,370
-99,450
-6% -$1.47M 0.19% 137
2015
Q1 		$22.4M Sell
1,556,820
-30,270
-2% -$407K 0.19% 137
2014
Q4 		$20.4M Sell
1,587,090
-36,105
-2% -$423K 0.16% 164
2014
Q3 		$16.3M Sell
1,623,195
-15,750
-1% -$161K 0.13% 189
2014
Q2 		$16.5M Sell
1,638,945
-83,985
-5% -$829K 0.13% 190
2014
Q1 		$17M Sell
1,722,930
-36,825
-2% -$351K 0.14% 186
2013
Q4 		$15.1M Sell
1,759,755
-149,220
-8% -$1.26M 0.12% 198
2013
Q3 		$16.2M Sell
1,908,975
-10,425
-0.5% -$85.2K 0.14% 195
2013
Q2 		$14.4M Buy
+1,919,400
New +$13.8M 0.13% 191

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

Luther King Capital Management (LKCM)'s ORLY Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its O'Reilly Automotive (ORLY) stake by 3.3% in Q1 2026, selling an estimated $7.11M and leaving 2,205,859 shares worth $204M. The position accounts for 0.88% of the portfolio, ranked #29.

Luther King Capital Management (LKCM) first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $245M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Luther King Capital Management (LKCM) held 2,205,859 shares of O'Reilly Automotive worth $204M as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 75,777 O'Reilly Automotive shares in Q1 2026, an estimated $7.11M.
  • O'Reilly Automotive made up 0.88% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #29 holding.
  • Luther King Capital Management (LKCM) first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
  • Luther King Capital Management (LKCM)'s O'Reilly Automotive position peaked at $245M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.