KCM INVESTMENT ADVISORS LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1109228 GREENBRAE, CA

Position in ORLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,226,183

-$505,731 QoQ

Shares Held

24,174

-18.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#671

of 1,645 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $10,143,783 across 3 Auto Parts names. ORLY ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GPC	Genuine Parts Co	37,014	$4,366,911
2	AZO	Autozone Inc	1,111	$3,550,689
3	ORLY	O Reilly Automotive Inc This page	24,174	$2,226,183

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,226,183	24,174	-18.3%	Shares	Sole	2026-08-14
2026-03-31	$2,731,914	29,595	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$2,729,094	29,921	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$3,269,446	30,326	+8.2%	Shares	Sole	2025-11-12
2025-06-30	$2,527,245	28,040	+1426.4%	Shares	Sole	2025-08-06
2025-03-31	$2,631,648	1,837	+3.8%	Shares	Sole	2025-05-14
2024-12-31	$2,098,865	1,770	-1.1%	Shares	Sole	2025-02-13
2024-09-30	$2,060,211	1,789	+1.8%	Shares	Sole	2024-11-06
2024-06-30	$1,855,497	1,757	-4.4%	Shares	Sole	2024-07-29
2024-03-31	$2,074,882	1,838	+0.6%	Shares	Sole	2024-05-07
2023-12-31	$1,735,797	1,827	+3.5%	Shares	Sole	2024-02-13
2023-09-30	$1,604,138	1,765	+7.6%	Shares	Sole	2023-11-08
2023-06-30	$1,567,648	1,641	+9.7%	Shares	Sole	2023-08-09
2023-03-31	$1,270,074	1,496	+5.2%	Shares	Sole	2023-05-09
2022-12-31	$1,200,211	1,422	+11.0%	Shares	Sole	2023-01-31
2022-09-30	$900,991	1,281	+9.4%	Shares	Sole	2022-11-10
2022-06-30	$739,790	1,171	+13.0%	Shares	Sole	2022-08-15
2022-03-31	$709,618	1,036	-6.7%	Shares	Sole	2022-05-13
2021-12-31	$783,915	1,110	+3.0%	Shares	Sole	2022-02-14
2021-09-30	$658,722	1,078	-7.9%	Shares	Sole	2021-11-12
2021-03-31	$593,990	1,171	-1.8%	Shares	Sole	2021-05-13
2020-12-31	$539,915	1,193	-6.1%	Shares	Sole	2021-02-19
2020-09-30	$586,033	1,271	-0.6%	Shares	Sole	2020-11-16
2020-06-30	$539,315	1,279	-1.5%	Shares	Sole	2020-08-14
2020-03-31	$391,063	1,299	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.