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CoreCap Advisors’s Dole DOLE Stock Holding History

CoreCap Advisors’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94.7K Buy
6,902
+803
+13% +$11.7K ﹤0.01% 1135
2026
Q1 		$87.2K Sell
6,099
-605
-9% -$9.17K ﹤0.01% 1076
2025
Q4 		$100K Buy
+6,704
New +$93.4K ﹤0.01% 1030
2024
Q4 		– Sell
-11,578
Closed -$189K – 2887
2024
Q3 		$189K Buy
+11,578
New +$173K 0.01% 710

Other funds holding DOLE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors's DOLE Position: Q2 2026 in Review

CoreCap Advisors increased its Dole (DOLE) stake by 13% in Q2 2026, buying an estimated $11.7K and bringing the position to 6,902 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

CoreCap Advisors first reported a position in DOLE in Q3 2024 and has held it in 4 quarters since. The position peaked at $189K in Q3 2024. 19 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • CoreCap Advisors held 6,902 shares of Dole worth $94.7K as of Q2 2026.
  • CoreCap Advisors bought 803 Dole shares in Q2 2026, an estimated $11.7K.
  • Dole made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1135 holding.
  • CoreCap Advisors first reported a position in Dole in Q3 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's Dole position peaked at $189K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.