MCC
OKLO

Money Concepts Capital’s Oklo OKLO Stock Holding History

Money Concepts Capital’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$503K Buy
9,611
+1,388
+17% +$86.6K 0.02% 417
2026
Q1 		$408K Buy
+8,223
New +$591K 0.02% 408
2025
Q4 		– Sell
-4,318
Closed -$482K – 543
2025
Q3 		$482K Buy
+4,318
New +$338K 0.03% 327

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Money Concepts Capital's OKLO Position: Q2 2026 in Review

Money Concepts Capital increased its Oklo (OKLO) stake by 17% in Q2 2026, buying an estimated $86.6K and bringing the position to 9,611 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #417.

Money Concepts Capital first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Money Concepts Capital held 9,611 shares of Oklo worth $503K as of Q2 2026.
  • Money Concepts Capital bought 1,388 Oklo shares in Q2 2026, an estimated $86.6K.
  • Oklo made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #417 holding.
  • Money Concepts Capital first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.