McElhenny Sheffield Capital Management’s O'Reilly Automotive ORLY Stock Holding History

McElhenny Sheffield 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
2025 Q1	–	Sell	-7,215	Closed	-$570K	–	113
2024 Q4	$570K	Sell	7,215 -285	-4%	-$23K	0.19%	32
2024 Q3	$576K	Sell	7,500 -255	-3%	-$18.7K	0.19%	43
2024 Q2	$546K	Sell	7,755 -345	-4%	-$23.9K	0.19%	45
2024 Q1	$610K	Hold	8,100	–	–	0.22%	45
2023 Q4	$513K	Sell	8,100 -315	-4%	-$19.9K	0.21%	50
2023 Q3	$510K	Buy	+8,415	New	+$528K	0.26%	50
2023 Q1	–	Sell	-15	Closed	-$844	–	446
2022 Q4	$844	Buy	+15	New	+$807	﹤0.01%	589

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

McElhenny Sheffield Capital Management's ORLY Position: Q1 2025 in Review

McElhenny Sheffield Capital Management sold out of O'Reilly Automotive (ORLY) in Q1 2025, closing a stake of 7,215 shares — an estimated $570K sold.

McElhenny Sheffield Capital Management first reported a position in ORLY in Q4 2022 and held it in 7 quarters. The position peaked at $610K in Q1 2024. 1,549 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

McElhenny Sheffield Capital Management reported no remaining O'Reilly Automotive position as of Q1 2025 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 7,215 O'Reilly Automotive shares in Q1 2025, an estimated $570K.
McElhenny Sheffield Capital Management first reported a position in O'Reilly Automotive in Q4 2022 and held it in 7 quarters.
McElhenny Sheffield Capital Management's O'Reilly Automotive position peaked at $610K in Q1 2024.
1,549 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2025, filed 16 Apr 2025.