CoreCap Advisors’s Olo Inc OLO Stock Holding History

CoreCap Advisors’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 Q3	–	Sell	-109	Closed	-$970	–	2909
2025 Q2	$970	Buy	+109	New	+$845	﹤0.01%	2426

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CoreCap Advisors's OLO Position: Q3 2025 in Review

CoreCap Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 109 shares — an estimated $970 sold.

CoreCap Advisors first reported a position in OLO in Q2 2025 and held it in 1 quarter. The position peaked at $970 in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

CoreCap Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
CoreCap Advisors sold 109 Olo Inc shares in Q3 2025, an estimated $970.
CoreCap Advisors first reported a position in Olo Inc in Q2 2025 and held it in 1 quarter.
CoreCap Advisors's Olo Inc position peaked at $970 in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.