CCM
OLO

Coldstream Capital Management’s Olo Inc OLO Stock Holding History

Coldstream Capital Management’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-87
Closed -$526 – 2619
2025
Q1 		$526 Buy
+87
New +$607 ﹤0.01% 3342

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Coldstream Capital Management's OLO Position: Q2 2025 in Review

Coldstream Capital Management sold out of Olo Inc (OLO) in Q2 2025, closing a stake of 87 shares — an estimated $526 sold.

Coldstream Capital Management first reported a position in OLO in Q1 2025 and held it in 1 quarter. The position peaked at $526 in Q1 2025. 208 funds tracked by Wall St. Rank hold OLO as of Q2 2025.

  • Coldstream Capital Management reported no remaining Olo Inc position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 87 Olo Inc shares in Q2 2025, an estimated $526.
  • Coldstream Capital Management first reported a position in Olo Inc in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Olo Inc position peaked at $526 in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.