Position in ORLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$931,398
-$569,470 QoQ
Shares Held
10,114
-37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#880
of 1,646 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $5,156,618 across 6 Auto Parts names. ORLY ranks #3 (18.1% of the industry book) .
All Filings in ORLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,398 | 10,114 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,500,868 | 16,259 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,198,134 | 13,136 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $104,467 | 969 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,815 | 120 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $11,460 | 8 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $9,486 | 8 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $9,212 | 8 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $8,448 | 8 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $9,031 | 8 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $7,600 | 8 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $7,270 | 8 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $7,642 | 8 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $6,791 | 8 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $6,752 | 8 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $5,626 | 8 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $5,054 | 8 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $5,479 | 8 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $5,649 | 8 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||